Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Hold
2,373
0.09% 100
2025
Q1
$315K Sell
2,373
-99
-4% -$13.1K 0.09% 100
2024
Q4
$280K Sell
2,472
-70
-3% -$7.92K 0.08% 108
2024
Q3
$290K Sell
2,542
-80
-3% -$9.12K 0.09% 106
2024
Q2
$272K Sell
2,622
-90
-3% -$9.35K 0.09% 105
2024
Q1
$308K Hold
2,712
0.1% 105
2023
Q4
$299K Hold
2,712
0.1% 112
2023
Q3
$263K Hold
2,712
0.1% 125
2023
Q2
$296K Sell
2,712
-10
-0.4% -$1.09K 0.12% 99
2023
Q1
$276K Hold
2,722
0.12% 101
2022
Q4
$299K Buy
2,722
+50
+2% +$5.49K 0.12% 110
2022
Q3
$259K Hold
2,672
0.12% 110
2022
Q2
$290K Hold
2,672
0.13% 103
2022
Q1
$312K Buy
2,672
+10
+0.4% +$1.17K 0.13% 109
2021
Q4
$375K Hold
2,662
0.15% 103
2021
Q3
$314K Sell
2,662
-61
-2% -$7.2K 0.13% 104
2021
Q2
$316K Hold
2,723
0.13% 104
2021
Q1
$326K Buy
+2,723
New +$326K 0.14% 105