Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$193K Buy
2,549
+200
+9% +$15.1K 0.16% 44
2025
Q1
$176K Hold
2,349
0.15% 31
2024
Q4
$180K Sell
2,349
-34
-1% -$2.6K 0.16% 31
2024
Q3
$186K Hold
2,383
0.16% 34
2024
Q2
$174K Buy
2,383
+34
+1% +$2.48K 0.15% 33
2024
Q1
$190K Sell
2,349
-125
-5% -$10.1K 0.17% 29
2023
Q4
$179K Hold
2,474
0.17% 34
2023
Q3
$163K Hold
2,474
0.17% 35
2023
Q2
$184K Hold
2,474
0.17% 36
2023
Q1
$184K Hold
2,474
0.21% 40
2022
Q4
$214K Sell
2,474
-25
-1% -$2.16K 0.22% 39
2022
Q3
$176K Hold
2,499
0.21% 40
2022
Q2
$211K Hold
2,499
0.24% 41
2022
Q1
$204K Hold
2,499
0.21% 40
2021
Q4
$196K Buy
2,499
+26
+1% +$2.04K 0.19% 48
2021
Q3
$194K Hold
2,473
0.21% 46
2021
Q2
$193K Buy
2,473
+425
+21% +$33.2K 0.22% 46
2021
Q1
$161K Buy
+2,048
New +$161K 0.2% 48