Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71.6K Hold
185
0.01% 426
2025
Q1
$71K Hold
185
0.02% 420
2024
Q4
$82.3K Hold
185
0.02% 393
2024
Q3
$95.8K Buy
185
+6
+3% +$3.11K 0.02% 353
2024
Q2
$99.4K Hold
179
0.02% 342
2024
Q1
$90.3K Sell
179
-5
-3% -$2.52K 0.02% 339
2023
Q4
$110K Hold
184
0.03% 292
2023
Q3
$93.8K Hold
184
0.03% 309
2023
Q2
$90K Buy
184
+26
+16% +$12.7K 0.03% 320
2023
Q1
$60.9K Sell
158
-10
-6% -$3.85K 0.02% 364
2022
Q4
$46.2K Hold
168
0.02% 370
2022
Q3
$46K Hold
168
0.02% 373
2022
Q2
$62K Hold
168
0.03% 320
2022
Q1
$77K Buy
168
+99
+143% +$45.4K 0.04% 301
2021
Q4
$39K Buy
69
+15
+28% +$8.48K 0.02% 378
2021
Q3
$31K Buy
54
+7
+15% +$4.02K 0.02% 401
2021
Q2
$29K Buy
+47
New +$29K 0.02% 414