Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Hold
3,448
0.11% 71
2025
Q1
$269K Hold
3,448
0.13% 69
2024
Q4
$282K Sell
3,448
-5
-0.1% -$409 0.14% 67
2024
Q3
$267K Hold
3,453
0.13% 73
2024
Q2
$253K Hold
3,453
0.13% 69
2024
Q1
$301K Buy
3,453
+50
+1% +$4.36K 0.15% 61
2023
Q4
$261K Sell
3,403
-50
-1% -$3.84K 0.17% 62
2023
Q3
$244K Buy
3,453
+50
+1% +$3.54K 0.15% 66
2023
Q2
$285K Sell
3,403
-50
-1% -$4.19K 0.17% 57
2023
Q1
$222K Sell
3,453
-55
-2% -$3.54K 0.13% 63
2022
Q4
$214K Buy
3,508
+100
+3% +$6.1K 0.12% 63
2022
Q3
$225K Hold
3,408
0.15% 64
2022
Q2
$308K Hold
3,408
0.2% 59
2022
Q1
$329K Sell
3,408
-200
-6% -$19.3K 0.2% 57
2021
Q4
$470K Hold
3,608
0.29% 50
2021
Q3
$462K Hold
3,608
0.33% 49
2021
Q2
$466K Sell
3,608
-200
-5% -$25.8K 0.33% 52
2021
Q1
$505K Hold
3,808
0.39% 51
2020
Q4
$360K Buy
+3,808
New +$360K 0.3% 52