Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
944
+494
+110% +$146K 0.11% 68
2025
Q1
$112K Hold
450
0.05% 92
2024
Q4
$98.9K Hold
450
0.05% 95
2024
Q3
$99.5K Hold
450
0.05% 93
2024
Q2
$77.8K Hold
450
0.04% 101
2024
Q1
$85.9K Hold
450
0.05% 95
2023
Q4
$73.6K Hold
450
0.05% 94
2023
Q3
$63.1K Hold
450
0.05% 95
2023
Q2
$60.2K Hold
450
0.05% 103
2023
Q1
$59K Hold
450
0.05% 98
2022
Q4
$63.4K Hold
450
0.06% 97
2022
Q3
$53K Hold
450
0.06% 88
2022
Q2
$64K Sell
450
-23
-5% -$3.27K 0.07% 83
2022
Q1
$61K Hold
473
0.05% 85
2021
Q4
$63K Buy
+473
New +$63K 0.05% 83