Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
56
+3
+6% +$22.2K 0.01% 657
2025
Q1
$384K Hold
53
0.01% 655
2024
Q4
$433K Hold
53
0.01% 606
2024
Q3
$520K Sell
53
-16
-23% -$157K 0.01% 556
2024
Q2
$524K Hold
69
0.01% 519
2024
Q1
$559K Hold
69
0.02% 470
2023
Q4
$483K Hold
69
0.02% 467
2023
Q3
$411K Hold
69
0.02% 479
2023
Q2
$438K Hold
69
0.02% 473
2023
Q1
$384K Sell
69
-50
-42% -$279K 0.02% 478
2022
Q4
$549K Hold
119
0.03% 427
2022
Q3
$474K Hold
119
0.03% 431
2022
Q2
$476K Hold
119
0.03% 434
2022
Q1
$532K Sell
119
-1
-0.8% -$4.47K 0.03% 373
2021
Q4
$709K Hold
120
0.04% 319
2021
Q3
$575K Buy
120
+1
+0.8% +$4.79K 0.04% 330
2021
Q2
$592K Hold
119
0.04% 311
2021
Q1
$561K Hold
119
0.05% 280
2020
Q4
$486K Buy
+119
New +$486K 0.05% 289