Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$41K Hold
269
0.02% 32
2025
Q1
$39.5K Hold
269
0.02% 31
2024
Q4
$34.7K Hold
269
0.02% 32
2024
Q3
$36.5K Hold
269
0.02% 29
2024
Q2
$27.5K Sell
269
-53
-16% -$5.42K 0.01% 40
2024
Q1
$28.5K Hold
322
0.02% 40
2023
Q4
$29.4K Hold
322
0.02% 36
2023
Q3
$25.2K Hold
322
0.02% 35
2023
Q2
$26.9K Sell
322
-3,601
-92% -$301K 0.02% 34
2023
Q1
$159K Buy
3,923
+3,601
+1,118% +$146K 0.77% 10
2022
Q4
$32K Hold
322
0.02% 37
2022
Q3
$35K Hold
322
0.03% 43
2022
Q2
$35K Hold
322
0.03% 30
2022
Q1
$40K Hold
322
0.03% 34
2021
Q4
$48K Buy
+322
New +$48K 0.03% 26