Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Hold
568
0.06% 132
2025
Q1
$154K Hold
568
0.05% 133
2024
Q4
$189K Sell
568
-262
-32% -$87K 0.06% 122
2024
Q3
$275K Buy
830
+18
+2% +$5.97K 0.09% 115
2024
Q2
$255K Hold
812
0.09% 117
2024
Q1
$254K Hold
812
0.09% 134
2023
Q4
$196K Sell
812
-255
-24% -$61.4K 0.08% 114
2023
Q3
$228K Buy
1,067
+517
+94% +$110K 0.09% 108
2023
Q2
$111K Hold
550
0.05% 117
2023
Q1
$94.2K Buy
550
+275
+100% +$47.1K 0.05% 118
2022
Q4
$43.2K Hold
275
0.02% 162
2022
Q3
$37K Hold
275
0.02% 166
2022
Q2
$35K Hold
275
0.02% 167
2022
Q1
$42K Hold
275
0.03% 163
2021
Q4
$48K Buy
+275
New +$48K 0.04% 139