Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.3K Hold
140
0.03% 141
2025
Q1
$46.1K Hold
140
0.03% 138
2024
Q4
$38.7K Sell
140
-105
-43% -$29K 0.03% 140
2024
Q3
$84.9K Hold
245
0.06% 113
2024
Q2
$81K Hold
245
0.06% 114
2024
Q1
$89K Hold
245
0.06% 112
2023
Q4
$73.4K Sell
245
-60
-20% -$18K 0.05% 115
2023
Q3
$87.3K Buy
305
+60
+24% +$17.2K 0.07% 108
2023
Q2
$69K Hold
245
0.05% 117
2023
Q1
$63K Hold
245
0.05% 116
2022
Q4
$81K Sell
245
-10
-4% -$3.31K 0.06% 100
2022
Q3
$71K Hold
255
0.06% 99
2022
Q2
$67K Sell
255
-95
-27% -$25K 0.05% 113
2022
Q1
$84K Buy
350
+90
+35% +$21.6K 0.05% 111
2021
Q4
$60K Buy
260
+15
+6% +$3.46K 0.03% 129
2021
Q3
$49K Hold
245
0.03% 141
2021
Q2
$58K Hold
245
0.03% 125
2021
Q1
$59K Buy
245
+30
+14% +$7.22K 0.04% 135
2020
Q4
$45K Buy
+215
New +$45K 0.03% 153