Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89K Hold
585
0.07% 91
2025
Q1
$86K Hold
585
0.07% 90
2024
Q4
$76K Hold
585
0.05% 95
2024
Q3
$80K Hold
585
0.06% 97
2024
Q2
$60K Sell
585
-115
-16% -$11.8K 0.04% 105
2024
Q1
$62K Hold
700
0.05% 104
2023
Q4
$64K Sell
700
-309
-31% -$28.3K 0.06% 93
2023
Q3
$79K Sell
1,009
-240
-19% -$18.8K 0.09% 82
2023
Q2
$104K Sell
1,249
-1,429
-53% -$119K 0.11% 75
2023
Q1
$235K Hold
2,678
0.28% 48
2022
Q4
$269K Hold
2,678
0.32% 48
2022
Q3
$247K Hold
2,678
0.27% 49
2022
Q2
$290K Hold
2,678
0.3% 51
2022
Q1
$333K Buy
2,678
+24
+0.9% +$2.98K 0.25% 50
2021
Q4
$394K Buy
+2,654
New +$394K 0.25% 53