Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87K Hold
65
0.04% 116
2025
Q1
$60.6K Hold
65
0.03% 135
2024
Q4
$57.9K Hold
65
0.03% 134
2024
Q3
$46.1K Sell
65
-5
-7% -$3.55K 0.03% 140
2024
Q2
$47.2K Hold
70
0.03% 124
2024
Q1
$42.5K Buy
70
+20
+40% +$12.1K 0.03% 128
2023
Q4
$24.3K Hold
50
0.02% 175
2023
Q3
$18.9K Hold
50
0.02% 183
2023
Q2
$22K Hold
50
0.02% 182
2023
Q1
$17.3K Hold
50
0.02% 172
2022
Q4
$14.7K Sell
50
-37
-43% -$10.9K 0.02% 179
2022
Q3
$20.5K Hold
87
0.02% 143
2022
Q2
$15.2K Hold
87
0.01% 167
2022
Q1
$32.6K Hold
87
0.03% 121
2021
Q4
$52.4K Buy
+87
New +$52.4K 0.04% 97