Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$85.4K Hold
3,491
0.02% 401
2025
Q1
$96.7K Hold
3,491
0.02% 366
2024
Q4
$114K Buy
3,491
+59
+2% +$1.93K 0.03% 329
2024
Q3
$123K Buy
3,432
+32
+0.9% +$1.15K 0.03% 319
2024
Q2
$119K Hold
3,400
0.03% 306
2024
Q1
$103K Hold
3,400
0.03% 322
2023
Q4
$102K Sell
3,400
-109
-3% -$3.28K 0.03% 309
2023
Q3
$90.2K Hold
3,509
0.03% 315
2023
Q2
$108K Hold
3,509
0.04% 275
2023
Q1
$103K Sell
3,509
-2,645
-43% -$77.6K 0.04% 274
2022
Q4
$153K Hold
6,154
0.07% 192
2022
Q3
$153K Buy
6,154
+66
+1% +$1.64K 0.07% 194
2022
Q2
$194K Buy
6,088
+26
+0.4% +$829 0.11% 150
2022
Q1
$220K Hold
6,062
0.11% 151
2021
Q4
$228K Hold
6,062
0.11% 139
2021
Q3
$166K Hold
6,062
0.09% 164
2021
Q2
$175K Hold
6,062
0.1% 166
2021
Q1
$192K Buy
6,062
+145
+2% +$4.59K 0.13% 142
2020
Q4
$145K Buy
+5,917
New +$145K 0.11% 149
2020
Q2
Sell
-5,917
Closed -$106K 323
2020
Q1
$106K Buy
+5,917
New +$106K 0.11% 149