Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
456
0.01% 221
2025
Q1
$212K Buy
+456
New +$212K 0.01% 223
2024
Q4
Sell
-771
Closed -$368K 242
2024
Q3
$368K Hold
771
0.02% 195
2024
Q2
$338K Buy
771
+6
+0.8% +$2.63K 0.02% 262
2024
Q1
$355K Hold
765
0.02% 266
2023
Q4
$314K Sell
765
-233
-23% -$95.7K 0.02% 275
2023
Q3
$372K Hold
998
0.03% 269
2023
Q2
$380K Hold
998
0.02% 266
2023
Q1
$355K Sell
998
-114
-10% -$40.5K 0.02% 273
2022
Q4
$363K Sell
1,112
-139
-11% -$45.3K 0.03% 276
2022
Q3
$337K Buy
1,251
+157
+14% +$42.3K 0.02% 292
2022
Q2
$315K Buy
1,094
+104
+11% +$29.9K 0.02% 293
2022
Q1
$316K Buy
+990
New +$316K 0.02% 301