Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.2K Buy
1,275
+675
+113% +$29.2K 0.04% 83
2025
Q1
$27.2K Hold
600
0.02% 92
2024
Q4
$24K Hold
600
0.02% 102
2024
Q3
$26.9K Hold
600
0.02% 90
2024
Q2
$24.7K Hold
600
0.02% 81
2024
Q1
$24K Hold
600
0.02% 87
2023
Q4
$23K Hold
600
0.02% 90
2023
Q3
$19.4K Sell
600
-164
-21% -$5.31K 0.02% 97
2023
Q2
$28.4K Hold
764
0.03% 91
2023
Q1
$29.7K Hold
764
0.03% 86
2022
Q4
$30K Sell
764
-313
-29% -$12.3K 0.03% 92
2022
Q3
$41K Buy
1,077
+313
+41% +$11.9K 0.05% 82
2022
Q2
$38K Hold
764
0.04% 85
2022
Q1
$39K Hold
764
0.04% 92
2021
Q4
$40K Hold
764
0.04% 97
2021
Q3
$42K Hold
764
0.05% 95
2021
Q2
$42K Sell
764
-600
-44% -$33K 0.05% 92
2021
Q1
$80K Buy
+1,364
New +$80K 0.1% 67