Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
846
+30
+4% +$8.09K 0.02% 252
2025
Q1
$207K Buy
816
+42
+5% +$10.6K 0.02% 254
2024
Q4
$181K Buy
774
+2
+0.3% +$469 0.02% 276
2024
Q3
$197K Hold
772
0.02% 340
2024
Q2
$184K Buy
772
+1
+0.1% +$238 0.02% 330
2024
Q1
$178K Buy
771
+1
+0.1% +$231 0.02% 349
2023
Q4
$153K Sell
770
-246
-24% -$48.8K 0.02% 356
2023
Q3
$172K Buy
1,016
+280
+38% +$47.4K 0.03% 303
2023
Q2
$137K Sell
736
-14
-2% -$2.62K 0.02% 352
2023
Q1
$124K Buy
750
+95
+15% +$15.7K 0.02% 372
2022
Q4
$95.4K Sell
655
-28
-4% -$4.08K 0.02% 407
2022
Q3
$99K Buy
683
+271
+66% +$39.3K 0.02% 376
2022
Q2
$63K Buy
412
+90
+28% +$13.8K 0.01% 460
2022
Q1
$57K Buy
322
+135
+72% +$23.9K 0.01% 553
2021
Q4
$44K Buy
+187
New +$44K 0.01% 581