Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Hold
2,476
0.13% 50
2025
Q1
$408K Buy
2,476
+11
+0.4% +$1.81K 0.16% 48
2024
Q4
$402K Buy
2,465
+68
+3% +$11.1K 0.15% 51
2024
Q3
$468K Sell
2,397
-1
-0% -$195 0.18% 53
2024
Q2
$416K Hold
2,398
0.17% 59
2024
Q1
$406K Hold
2,398
0.17% 63
2023
Q4
$473K Hold
2,398
0.21% 53
2023
Q3
$417K Hold
2,398
0.2% 54
2023
Q2
$413K Hold
2,398
0.19% 53
2023
Q1
$399K Buy
2,398
+1
+0% +$166 0.21% 49
2022
Q4
$351K Sell
2,397
-137
-5% -$20.1K 0.21% 49
2022
Q3
$376K Sell
2,534
-5
-0.2% -$742 0.24% 43
2022
Q2
$436K Sell
2,539
-1
-0% -$172 0.27% 42
2022
Q1
$479K Sell
2,540
-20
-0.8% -$3.77K 0.27% 41
2021
Q4
$625K Sell
2,560
-2
-0.1% -$488 0.33% 37
2021
Q3
$497K Buy
2,562
+45
+2% +$8.73K 0.28% 42
2021
Q2
$469K Hold
2,517
0.27% 43
2021
Q1
$396K Sell
2,517
-92
-4% -$14.5K 0.25% 46
2020
Q4
$432K Buy
+2,609
New +$432K 0.29% 43