Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.1K Hold
230
0.05% 71
2025
Q1
$59.6K Buy
230
+63
+38% +$16.3K 0.04% 73
2024
Q4
$67.4K Sell
167
-422
-72% -$170K 0.05% 71
2024
Q3
$154K Buy
589
+10
+2% +$2.62K 0.1% 55
2024
Q2
$115K Buy
579
+1
+0.2% +$198 0.08% 58
2024
Q1
$102K Sell
578
-18
-3% -$3.16K 0.07% 59
2023
Q4
$148K Hold
596
0.11% 54
2023
Q3
$150K Buy
596
+30
+5% +$7.55K 0.12% 52
2023
Q2
$148K Buy
566
+100
+21% +$26.2K 0.11% 52
2023
Q1
$96.7K Hold
466
0.07% 59
2022
Q4
$57.4K Buy
466
+18
+4% +$2.22K 0.05% 77
2022
Q3
$119K Buy
448
+25
+6% +$6.64K 0.1% 54
2022
Q2
$95K Hold
423
0.08% 56
2022
Q1
$152K Buy
423
+12
+3% +$4.31K 0.11% 53
2021
Q4
$145K Buy
+411
New +$145K 0.1% 54