Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
1,238
-20
-2% -$1.76K 0.04% 185
2025
Q1
$118K Hold
1,258
0.05% 172
2024
Q4
$107K Hold
1,258
0.05% 168
2024
Q3
$126K Hold
1,258
0.06% 159
2024
Q2
$112K Hold
1,258
0.06% 151
2024
Q1
$104K Hold
1,258
0.05% 158
2023
Q4
$98.1K Hold
1,258
0.05% 156
2023
Q3
$97.6K Hold
1,258
0.06% 152
2023
Q2
$104K Buy
1,258
+132
+12% +$10.9K 0.06% 152
2023
Q1
$79.8K Hold
1,126
0.05% 177
2022
Q4
$76.9K Hold
1,126
0.05% 184
2022
Q3
$67K Hold
1,126
0.05% 186
2022
Q2
$78K Hold
1,126
0.05% 175
2022
Q1
$90K Hold
1,126
0.05% 157
2021
Q4
$100K Hold
1,126
0.06% 146
2021
Q3
$92K Hold
1,126
0.06% 143
2021
Q2
$79K Hold
1,126
0.06% 143
2021
Q1
$79K Hold
1,126
0.06% 143
2020
Q4
$74K Buy
+1,126
New +$74K 0.07% 134