Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.4K Hold
596
0.02% 121
2025
Q1
$37.8K Hold
596
0.02% 119
2024
Q4
$45.1K Hold
596
0.02% 121
2024
Q3
$52.7K Hold
596
0.03% 116
2024
Q2
$44.9K Hold
596
0.02% 118
2024
Q1
$56K Buy
596
+94
+19% +$8.83K 0.03% 103
2023
Q4
$54.5K Hold
502
0.03% 102
2023
Q3
$48K Sell
502
-11
-2% -$1.05K 0.03% 104
2023
Q2
$56.6K Sell
513
-26
-5% -$2.87K 0.04% 96
2023
Q1
$66.1K Hold
539
0.04% 90
2022
Q4
$63.1K Buy
+539
New +$63.1K 0.04% 106
2021
Q4
Sell
-771
Closed -$64K 392
2021
Q3
$64K Buy
+771
New +$64K 0.05% 95