Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-262
Closed -$86.7K 730
2025
Q1
$86.7K Buy
262
+7
+3% +$2.32K 0.01% 437
2024
Q4
$107K Buy
255
+1
+0.4% +$419 0.01% 387
2024
Q3
$109K Hold
254
0.01% 480
2024
Q2
$92.8K Hold
254
0.01% 478
2024
Q1
$105K Hold
254
0.01% 473
2023
Q4
$83.5K Hold
254
0.01% 498
2023
Q3
$79.6K Hold
254
0.01% 469
2023
Q2
$84.2K Hold
254
0.01% 463
2023
Q1
$61.8K Hold
254
0.01% 532
2022
Q4
$59.6K Hold
254
0.01% 541
2022
Q3
$57K Buy
254
+46
+22% +$10.3K 0.01% 509
2022
Q2
$37K Hold
208
0.01% 593
2022
Q1
$38K Hold
208
0.01% 656
2021
Q4
$43K Buy
+208
New +$43K 0.01% 588