Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Hold
3,102
0.04% 63
2025
Q1
$345K Hold
3,102
0.05% 59
2024
Q4
$321K Sell
3,102
-71
-2% -$7.34K 0.04% 59
2024
Q3
$355K Buy
3,173
+2
+0.1% +$224 0.05% 57
2024
Q2
$283K Hold
3,171
0.05% 60
2024
Q1
$272K Buy
3,171
+2
+0.1% +$172 0.05% 60
2023
Q4
$261K Buy
3,169
+5
+0.2% +$413 0.05% 53
2023
Q3
$243K Hold
3,164
0.06% 54
2023
Q2
$221K Buy
3,164
+3
+0.1% +$209 0.05% 55
2023
Q1
$204K Sell
3,161
-1,656
-34% -$107K 0.06% 54
2022
Q4
$347K Sell
4,817
-191
-4% -$13.7K 0.11% 44
2022
Q3
$281K Buy
5,008
+61
+1% +$3.42K 0.09% 48
2022
Q2
$274K Buy
4,947
+17
+0.3% +$942 0.09% 49
2022
Q1
$317K Sell
4,930
-84
-2% -$5.4K 0.09% 48
2021
Q4
$293K Buy
5,014
+10
+0.2% +$584 0.09% 50
2021
Q3
$261K Buy
5,004
+9
+0.2% +$469 0.09% 48
2021
Q2
$268K Buy
4,995
+9
+0.2% +$483 0.1% 47
2021
Q1
$255K Buy
4,986
+11
+0.2% +$563 0.1% 49
2020
Q4
$221K Buy
+4,975
New +$221K 0.13% 41