Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
1,244
+800
+180% +$148K 0.19% 33
2025
Q1
$93K Hold
444
0.08% 46
2024
Q4
$78.9K Hold
444
0.07% 51
2024
Q3
$87.7K Sell
444
-42
-9% -$8.29K 0.07% 51
2024
Q2
$78.4K Buy
486
+23
+5% +$3.71K 0.07% 47
2024
Q1
$81.5K Sell
463
-16
-3% -$2.82K 0.07% 49
2023
Q4
$68.2K Hold
479
0.07% 51
2023
Q3
$71.4K Hold
479
0.07% 54
2023
Q2
$64.5K Sell
479
-62
-11% -$8.35K 0.06% 61
2023
Q1
$83.3K Hold
541
0.09% 55
2022
Q4
$87K Hold
541
0.09% 58
2022
Q3
$73K Buy
541
+120
+29% +$16.2K 0.09% 58
2022
Q2
$64K Hold
421
0.07% 67
2022
Q1
$68K Buy
421
+100
+31% +$16.2K 0.07% 70
2021
Q4
$43K Hold
321
0.04% 95
2021
Q3
$35K Hold
321
0.04% 97
2021
Q2
$36K Buy
+321
New +$36K 0.04% 97