Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
2,406
+324
+16% +$15.6K 0.03% 302
2025
Q1
$101K Hold
2,082
0.03% 312
2024
Q4
$102K Sell
2,082
-600
-22% -$29.3K 0.03% 314
2024
Q3
$167K Buy
2,682
+17
+0.6% +$1.06K 0.04% 216
2024
Q2
$154K Sell
2,665
-226
-8% -$13K 0.05% 221
2024
Q1
$169K Buy
2,891
+121
+4% +$7.06K 0.05% 214
2023
Q4
$189K Buy
2,770
+96
+4% +$6.56K 0.06% 187
2023
Q3
$152K Sell
2,674
-132
-5% -$7.51K 0.05% 216
2023
Q2
$167K Buy
2,806
+208
+8% +$12.4K 0.06% 206
2023
Q1
$165K Hold
2,598
0.05% 214
2022
Q4
$161K Buy
2,598
+101
+4% +$6.27K 0.05% 217
2022
Q3
$125K Hold
2,497
0.05% 243
2022
Q2
$135K Sell
2,497
-456
-15% -$24.7K 0.05% 239
2022
Q1
$203K Hold
2,953
0.07% 183
2021
Q4
$159K Buy
2,953
+1
+0% +$54 0.06% 225
2021
Q3
$141K Hold
2,952
0.06% 230
2021
Q2
$192K Hold
2,952
0.1% 141
2021
Q1
$183K Buy
2,952
+147
+5% +$9.11K 0.1% 133
2020
Q4
$163K Hold
2,805
0.1% 140
2020
Q3
$129K Hold
2,805
0.09% 146
2020
Q2
$124K Buy
2,805
+761
+37% +$33.6K 0.1% 143
2020
Q1
$67K Buy
+2,044
New +$67K 0.07% 205