Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.3K Hold
505
0.03% 133
2025
Q1
$56.2K Hold
505
0.04% 120
2024
Q4
$52.2K Sell
505
-300
-37% -$31K 0.04% 124
2024
Q3
$90K Hold
805
0.06% 107
2024
Q2
$71.9K Hold
805
0.05% 120
2024
Q1
$69.1K Sell
805
-20
-2% -$1.72K 0.05% 125
2023
Q4
$68.1K Sell
825
-115
-12% -$9.49K 0.05% 120
2023
Q3
$72.1K Sell
940
-115
-11% -$8.83K 0.06% 125
2023
Q2
$74K Hold
1,055
0.05% 111
2023
Q1
$68K Buy
1,055
+230
+28% +$14.8K 0.05% 112
2022
Q4
$59K Hold
825
0.04% 115
2022
Q3
$46K Sell
825
-150
-15% -$8.36K 0.04% 125
2022
Q2
$54K Hold
975
0.04% 128
2022
Q1
$63K Hold
975
0.04% 126
2021
Q4
$57K Hold
975
0.03% 135
2021
Q3
$51K Hold
975
0.03% 134
2021
Q2
$52K Buy
+975
New +$52K 0.03% 140