Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Hold
305
0.04% 190
2025
Q1
$100K Buy
305
+20
+7% +$6.58K 0.04% 179
2024
Q4
$78.7K Hold
285
0.03% 189
2024
Q3
$98.7K Hold
285
0.04% 180
2024
Q2
$94.2K Sell
285
-41
-13% -$13.6K 0.05% 165
2024
Q1
$118K Hold
326
0.06% 153
2023
Q4
$97.6K Buy
326
+68
+26% +$20.4K 0.05% 157
2023
Q3
$73.8K Sell
258
-3
-1% -$858 0.04% 170
2023
Q2
$73.2K Hold
261
0.04% 173
2023
Q1
$66.7K Hold
261
0.04% 195
2022
Q4
$86.5K Hold
261
0.05% 176
2022
Q3
$72K Sell
261
-130
-33% -$35.9K 0.05% 179
2022
Q2
$103K Buy
391
+130
+50% +$34.2K 0.07% 141
2022
Q1
$63K Hold
261
0.04% 188
2021
Q4
$60K Buy
261
+41
+19% +$9.43K 0.03% 191
2021
Q3
$44K Hold
220
0.03% 199
2021
Q2
$52K Hold
220
0.04% 172
2021
Q1
$53K Hold
220
0.04% 165
2020
Q4
$46K Buy
+220
New +$46K 0.04% 171