Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.8K Hold
198
0.02% 159
2025
Q1
$41.5K Hold
198
0.03% 142
2024
Q4
$35.2K Sell
198
-150
-43% -$26.7K 0.03% 149
2024
Q3
$68.7K Hold
348
0.04% 130
2024
Q2
$59.7K Hold
348
0.04% 138
2024
Q1
$63.4K Buy
348
+63
+22% +$11.5K 0.04% 135
2023
Q4
$44.2K Sell
285
-225
-44% -$34.9K 0.03% 152
2023
Q3
$76K Hold
510
0.06% 116
2023
Q2
$69K Hold
510
0.05% 116
2023
Q1
$81K Buy
510
+100
+24% +$15.9K 0.06% 100
2022
Q4
$66K Hold
410
0.05% 106
2022
Q3
$55K Sell
410
-125
-23% -$16.8K 0.04% 109
2022
Q2
$82K Hold
535
0.06% 107
2022
Q1
$87K Hold
535
0.05% 109
2021
Q4
$72K Hold
535
0.04% 115
2021
Q3
$58K Sell
535
-300
-36% -$32.5K 0.04% 123
2021
Q2
$94K Hold
835
0.06% 109
2021
Q1
$90K Buy
835
+125
+18% +$13.5K 0.06% 117
2020
Q4
$76K Buy
+710
New +$76K 0.05% 118