Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.2K Hold
228
0.04% 201
2025
Q1
$87.4K Hold
228
0.04% 192
2024
Q4
$101K Sell
228
-28
-11% -$12.5K 0.04% 173
2024
Q3
$133K Hold
256
0.06% 153
2024
Q2
$142K Buy
256
+10
+4% +$5.56K 0.07% 139
2024
Q1
$124K Hold
246
0.06% 147
2023
Q4
$147K Sell
246
-60
-20% -$35.8K 0.08% 135
2023
Q3
$156K Hold
306
0.09% 125
2023
Q2
$150K Hold
306
0.08% 128
2023
Q1
$118K Buy
306
+226
+283% +$87.1K 0.07% 156
2022
Q4
$26.9K Sell
80
-150
-65% -$50.5K 0.02% 258
2022
Q3
$63K Buy
230
+75
+48% +$20.5K 0.04% 187
2022
Q2
$57K Hold
155
0.04% 201
2022
Q1
$71K Hold
155
0.04% 176
2021
Q4
$88K Buy
155
+20
+15% +$11.4K 0.05% 156
2021
Q3
$78K Hold
135
0.05% 153
2021
Q2
$79K Hold
135
0.06% 142
2021
Q1
$64K Hold
135
0.05% 156
2020
Q4
$68K Buy
+135
New +$68K 0.06% 139