Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
844
+260
+45% +$92.3K 0.19% 71
2025
Q1
$205K Hold
584
0.15% 76
2024
Q4
$185K Buy
584
+139
+31% +$43.9K 0.13% 82
2024
Q3
$122K Hold
445
0.08% 95
2024
Q2
$117K Hold
445
0.08% 98
2024
Q1
$124K Hold
445
0.09% 98
2023
Q4
$116K Buy
445
+100
+29% +$26K 0.09% 99
2023
Q3
$79.4K Hold
345
0.06% 113
2023
Q2
$82K Sell
345
-99
-22% -$23.5K 0.06% 104
2023
Q1
$100K Hold
444
0.08% 93
2022
Q4
$92K Hold
444
0.07% 96
2022
Q3
$79K Hold
444
0.06% 96
2022
Q2
$87K Hold
444
0.06% 104
2022
Q1
$98K Hold
444
0.06% 106
2021
Q4
$96K Hold
444
0.05% 104
2021
Q3
$99K Hold
444
0.06% 103
2021
Q2
$104K Hold
444
0.06% 107
2021
Q1
$94K Buy
444
+99
+29% +$21K 0.06% 115
2020
Q4
$75K Buy
+345
New +$75K 0.05% 121