Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Buy
159
+123
+342% +$96.9K 0.06% 137
2025
Q1
$22.1K Hold
36
0.01% 191
2024
Q4
$22.6K Hold
36
0.01% 192
2024
Q3
$22.4K Hold
36
0.01% 198
2024
Q2
$23.7K Hold
36
0.02% 188
2024
Q1
$23.4K Hold
36
0.02% 184
2023
Q4
$22.5K Hold
36
0.02% 178
2023
Q3
$18.4K Hold
36
0.02% 185
2023
Q2
$16.5K Hold
36
0.01% 193
2023
Q1
$16.1K Hold
36
0.01% 177
2022
Q4
$14K Sell
36
-40
-53% -$15.6K 0.01% 194
2022
Q3
$29K Hold
76
0.03% 180
2022
Q2
$29K Hold
76
0.02% 206
2022
Q1
$37K Hold
76
0.02% 216
2021
Q4
$49K Hold
76
0.03% 216
2021
Q3
$41K Hold
76
0.02% 245
2021
Q2
$37K Hold
76
0.05% 246
2021
Q1
$29K Buy
+76
New +$29K 0.04% 234
2020
Q4
Sell
-40
Closed -$13K 145
2020
Q3
$13K Hold
40
0.03% 190
2020
Q2
$12K Sell
40
-8
-17% -$2.4K 0.03% 188
2020
Q1
$11K Buy
48
+8
+20% +$1.83K 0.04% 185
2019
Q4
$10K Buy
+40
New +$10K 0.02% 257