Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
585
+45
+8% +$14.3K 0.06% 236
2025
Q1
$140K Buy
540
+40
+8% +$10.4K 0.05% 265
2024
Q4
$202K Buy
500
+240
+92% +$96.9K 0.07% 218
2024
Q3
$68K Hold
260
0.02% 367
2024
Q2
$51.4K Hold
260
0.02% 394
2024
Q1
$45.7K Sell
260
-310
-54% -$54.5K 0.01% 421
2023
Q4
$142K Hold
570
0.05% 230
2023
Q3
$143K Sell
570
-38
-6% -$9.51K 0.05% 217
2023
Q2
$159K Hold
608
0.05% 212
2023
Q1
$126K Buy
608
+344
+130% +$71.4K 0.05% 230
2022
Q4
$33K Hold
264
0.01% 402
2022
Q3
$70K Hold
264
0.03% 277
2022
Q2
$59K Hold
264
0.02% 310
2022
Q1
$95K Hold
264
0.03% 251
2021
Q4
$93K Hold
264
0.03% 259
2021
Q3
$68K Hold
264
0.03% 300
2021
Q2
$60K Hold
264
0.03% 323
2021
Q1
$59K Buy
+264
New +$59K 0.03% 311