Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Buy
411
+1
+0.2% +$387 0.06% 109
2025
Q1
$157K Buy
410
+27
+7% +$10.4K 0.07% 104
2024
Q4
$170K Buy
383
+6
+2% +$2.67K 0.08% 97
2024
Q3
$195K Hold
377
0.09% 92
2024
Q2
$209K Sell
377
-3
-0.8% -$1.67K 0.11% 92
2024
Q1
$192K Buy
380
+230
+153% +$116K 0.1% 95
2023
Q4
$89.5K Hold
150
0.06% 112
2023
Q3
$76.5K Buy
150
+98
+188% +$50K 0.06% 105
2023
Q2
$25.4K Hold
52
0.02% 213
2023
Q1
$20K Hold
52
0.02% 254
2022
Q4
$17.5K Buy
52
+5
+11% +$1.68K 0.01% 265
2022
Q3
$13K Hold
47
0.01% 293
2022
Q2
$17K Buy
47
+34
+262% +$12.3K 0.02% 256
2022
Q1
$6K Buy
13
+5
+63% +$2.31K 0.01% 384
2021
Q4
$4.54K Buy
+8
New +$4.54K ﹤0.01% 417