Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.2K Hold
14,000
0.02% 189
2025
Q1
$26.5K Hold
14,000
0.01% 195
2024
Q4
$43.3K Hold
14,000
0.02% 154
2024
Q3
$28.7K Hold
14,000
0.02% 180
2024
Q2
$30.9K Hold
14,000
0.02% 160
2024
Q1
$28.4K Hold
14,000
0.02% 167
2023
Q4
$22.8K Sell
14,000
-1,000
-7% -$1.63K 0.02% 181
2023
Q3
$27.8K Buy
15,000
+3,000
+25% +$5.55K 0.02% 154
2023
Q2
$14.9K Hold
12,000
0.01% 220
2023
Q1
$16.4K Buy
12,000
+3,000
+33% +$4.1K 0.02% 180
2022
Q4
$13.9K Buy
9,000
+2,000
+29% +$3.08K 0.01% 186
2022
Q3
$9.8K Hold
7,000
0.01% 198
2022
Q2
$13.9K Buy
7,000
+1,500
+27% +$2.97K 0.01% 173
2022
Q1
$25K Buy
+5,500
New +$25K 0.02% 143