Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.2K Hold
2,881
0.03% 204
2025
Q1
$97.3K Hold
2,881
0.04% 183
2024
Q4
$85.2K Hold
2,881
0.04% 181
2024
Q3
$90.4K Hold
2,881
0.04% 189
2024
Q2
$104K Hold
2,881
0.05% 158
2024
Q1
$109K Hold
2,881
0.05% 154
2023
Q4
$102K Sell
2,881
-1,067
-27% -$37.8K 0.05% 155
2023
Q3
$153K Buy
3,948
+12
+0.3% +$465 0.09% 127
2023
Q2
$139K Sell
3,936
-133
-3% -$4.69K 0.08% 133
2023
Q1
$154K Hold
4,069
0.09% 135
2022
Q4
$142K Sell
4,069
-188
-4% -$6.57K 0.09% 138
2022
Q3
$122K Buy
4,257
+13
+0.3% +$373 0.08% 139
2022
Q2
$120K Sell
4,244
-20
-0.5% -$566 0.08% 130
2022
Q1
$125K Buy
4,264
+500
+13% +$14.7K 0.07% 131
2021
Q4
$100K Buy
3,764
+31
+0.8% +$824 0.06% 147
2021
Q3
$102K Buy
3,733
+2,500
+203% +$68.3K 0.07% 135
2021
Q2
$33K Hold
1,233
0.02% 205
2021
Q1
$30K Hold
1,233
0.02% 207
2020
Q4
$25K Buy
+1,233
New +$25K 0.02% 205