Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
1,553
+4
+0.3% +$554 0.11% 65
2025
Q1
$247K Buy
1,549
+4
+0.3% +$639 0.13% 56
2024
Q4
$205K Buy
1,545
+5
+0.3% +$665 0.11% 65
2024
Q3
$209K Buy
1,540
+5
+0.3% +$679 0.12% 57
2024
Q2
$226K Buy
1,535
+4
+0.3% +$590 0.14% 56
2024
Q1
$234K Buy
1,531
+3
+0.2% +$458 0.16% 51
2023
Q4
$220K Buy
1,528
+1,400
+1,094% +$202K 0.15% 50
2023
Q3
$19.5K Hold
128
0.02% 180
2023
Q2
$17.4K Hold
128
0.01% 201
2023
Q1
$16.9K Buy
128
+1
+0.8% +$132 0.02% 176
2022
Q4
$18.1K Hold
127
0.02% 163
2022
Q3
$13.8K Hold
127
0.02% 169
2022
Q2
$13.4K Buy
127
+1
+0.8% +$106 0.01% 174
2022
Q1
$13.5K Hold
126
0.01% 193
2021
Q4
$9.31K Buy
+126
New +$9.31K 0.01% 216