Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
815
-13
-2% -$2.94K 0.04% 289
2025
Q1
$137K Buy
828
+13
+2% +$2.16K 0.03% 313
2024
Q4
$161K Buy
815
+82
+11% +$16.2K 0.04% 282
2024
Q3
$127K Hold
733
0.03% 312
2024
Q2
$127K Hold
733
0.03% 298
2024
Q1
$99.7K Hold
733
0.03% 329
2023
Q4
$76.2K Hold
733
0.02% 356
2023
Q3
$63.7K Hold
733
0.02% 361
2023
Q2
$74K Buy
733
+388
+112% +$39.2K 0.02% 351
2023
Q1
$32.1K Buy
345
+300
+667% +$27.9K 0.01% 455
2022
Q4
$3.09K Hold
45
﹤0.01% 878
2022
Q3
$3K Hold
45
﹤0.01% 913
2022
Q2
$3K Hold
45
﹤0.01% 910
2022
Q1
$5K Hold
45
﹤0.01% 805
2021
Q4
$5K Hold
45
﹤0.01% 728
2021
Q3
$5K Buy
45
+37
+463% +$4.11K ﹤0.01% 713
2021
Q2
$1K Hold
8
﹤0.01% 838
2021
Q1
$1K Buy
+8
New +$1K ﹤0.01% 750