Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51K Hold
406
0.01% 487
2025
Q1
$55.6K Hold
406
0.01% 467
2024
Q4
$62.1K Hold
406
0.01% 440
2024
Q3
$78.7K Hold
406
0.02% 391
2024
Q2
$94.1K Sell
406
-7
-2% -$1.62K 0.02% 346
2024
Q1
$89.1K Sell
413
-49
-11% -$10.6K 0.02% 343
2023
Q4
$120K Hold
462
0.03% 276
2023
Q3
$119K Hold
462
0.04% 261
2023
Q2
$132K Buy
462
+7
+2% +$1.99K 0.04% 251
2023
Q1
$127K Hold
455
0.05% 246
2022
Q4
$121K Hold
455
0.06% 226
2022
Q3
$121K Hold
455
0.06% 229
2022
Q2
$96K Hold
455
0.05% 249
2022
Q1
$96K Sell
455
-50
-10% -$10.5K 0.05% 258
2021
Q4
$121K Buy
505
+10
+2% +$2.4K 0.06% 204
2021
Q3
$140K Sell
495
-411
-45% -$116K 0.08% 182
2021
Q2
$296K Hold
906
0.17% 111
2021
Q1
$253K Buy
906
+411
+83% +$115K 0.17% 120
2020
Q4
$121K Buy
+495
New +$121K 0.09% 167
2020
Q2
Sell
-495
Closed -$156K 144
2020
Q1
$156K Buy
+495
New +$156K 0.16% 112