Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Hold
49
0.02% 190
2025
Q1
$355K Buy
49
+4
+9% +$29K 0.02% 190
2024
Q4
$368K Buy
45
+3
+7% +$24.5K 0.02% 190
2024
Q3
$415K Sell
42
-4
-9% -$39.6K 0.02% 172
2024
Q2
$344K Sell
46
-4
-8% -$29.9K 0.02% 178
2024
Q1
$405K Sell
50
-9
-15% -$72.9K 0.03% 181
2023
Q4
$413K Sell
59
-7
-11% -$49K 0.03% 179
2023
Q3
$394K Sell
66
-2
-3% -$11.9K 0.03% 182
2023
Q2
$432K Buy
+68
New +$432K 0.04% 173
2023
Q1
Sell
-70
Closed -$323K 176
2022
Q4
$323K Sell
70
-5
-7% -$23.1K 0.04% 185
2022
Q3
$299K Buy
75
+1
+1% +$3.99K 0.03% 191
2022
Q2
$323K Buy
74
+1
+1% +$4.37K 0.03% 187
2022
Q1
$326K Buy
73
+69
+1,725% +$308K 0.02% 190
2021
Q4
$24K Buy
+4
New +$24K ﹤0.01% 162