Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
369
-95
-20% -$85.1K 0.01% 226
2025
Q1
$315K Sell
464
-54
-10% -$36.7K 0.01% 230
2024
Q4
$326K Buy
518
+1
+0.2% +$630 0.01% 243
2024
Q3
$400K Sell
517
-17
-3% -$13.2K 0.02% 223
2024
Q2
$440K Hold
534
0.02% 200
2024
Q1
$373K Hold
534
0.02% 210
2023
Q4
$310K Hold
534
0.02% 219
2023
Q3
$245K Sell
534
-484
-48% -$222K 0.01% 225
2023
Q2
$494K Sell
1,018
-4
-0.4% -$1.94K 0.03% 187
2023
Q1
$408K Sell
1,022
-46
-4% -$18.4K 0.02% 198
2022
Q4
$403K Hold
1,068
0.02% 190
2022
Q3
$323K Hold
1,068
0.02% 199
2022
Q2
$341K Hold
1,068
0.02% 187
2022
Q1
$391K Hold
1,068
0.02% 165
2021
Q4
$459K Buy
1,068
+14
+1% +$6.02K 0.02% 156
2021
Q3
$353K Hold
1,054
0.02% 186
2021
Q2
$342K Hold
1,054
0.02% 195
2021
Q1
$348K Hold
1,054
0.02% 186
2020
Q4
$273K Hold
1,054
0.02% 196
2020
Q3
$204K Hold
1,054
0.01% 206
2020
Q2
$205K Buy
+1,054
New +$205K 0.01% 204