Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
725
+266
+58% +$84.5K 0.12% 106
2025
Q1
$119K Hold
459
0.07% 120
2024
Q4
$185K Hold
459
0.1% 103
2024
Q3
$120K Hold
459
0.06% 124
2024
Q2
$90.8K Hold
459
0.06% 130
2024
Q1
$80.7K Hold
459
0.06% 123
2023
Q4
$114K Hold
459
0.08% 115
2023
Q3
$115K Hold
459
0.1% 114
2023
Q2
$120K Hold
459
0.1% 112
2023
Q1
$95.2K Hold
459
0.08% 116
2022
Q4
$56.5K Hold
459
0.05% 149
2022
Q3
$122K Hold
459
0.11% 101
2022
Q2
$103K Hold
459
0.08% 132
2022
Q1
$165K Sell
459
-87
-16% -$31.3K 0.11% 121
2021
Q4
$192K Sell
546
-90
-14% -$31.6K 0.12% 130
2021
Q3
$164K Hold
636
0.09% 145
2021
Q2
$144K Buy
636
+600
+1,667% +$136K 0.18% 132
2021
Q1
$8K Buy
+36
New +$8K 0.01% 311