Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Hold
1,164
0.09% 139
2025
Q1
$244K Hold
1,164
0.1% 123
2024
Q4
$207K Hold
1,164
0.09% 125
2024
Q3
$230K Hold
1,164
0.1% 123
2024
Q2
$200K Sell
1,164
-762
-40% -$131K 0.1% 114
2024
Q1
$351K Buy
1,926
+2
+0.1% +$364 0.18% 84
2023
Q4
$298K Buy
1,924
+50
+3% +$7.75K 0.16% 90
2023
Q3
$279K Sell
1,874
-25
-1% -$3.73K 0.16% 88
2023
Q2
$256K Sell
1,899
-475
-20% -$64K 0.14% 94
2023
Q1
$378K Hold
2,374
0.22% 79
2022
Q4
$384K Hold
2,374
0.23% 79
2022
Q3
$319K Sell
2,374
-148
-6% -$19.9K 0.21% 81
2022
Q2
$386K Buy
2,522
+606
+32% +$92.8K 0.25% 71
2022
Q1
$311K Hold
1,916
0.18% 83
2021
Q4
$259K Buy
1,916
+1,260
+192% +$170K 0.15% 91
2021
Q3
$71K Hold
656
0.05% 158
2021
Q2
$74K Hold
656
0.05% 146
2021
Q1
$71K Buy
656
+42
+7% +$4.55K 0.05% 147
2020
Q4
$66K Buy
+614
New +$66K 0.06% 142