Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
4,510
-13
-0.3% -$1.47K 0.02% 690
2025
Q1
$419K Hold
4,523
0.01% 746
2024
Q4
$483K Hold
4,523
0.02% 693
2024
Q3
$467K Hold
4,523
0.01% 727
2024
Q2
$399K Hold
4,523
0.01% 738
2024
Q1
$444K Sell
4,523
-1,407
-24% -$138K 0.02% 691
2023
Q4
$548K Sell
5,930
-38
-0.6% -$3.51K 0.02% 629
2023
Q3
$496K Hold
5,968
0.02% 633
2023
Q2
$505K Buy
5,968
+24
+0.4% +$2.03K 0.02% 604
2023
Q1
$501K Buy
5,944
+2,487
+72% +$210K 0.02% 631
2022
Q4
$294K Hold
3,457
0.01% 802
2022
Q3
$236K Hold
3,457
0.01% 898
2022
Q2
$225K Buy
3,457
+3,325
+2,519% +$216K 0.01% 883
2022
Q1
$10K Hold
132
﹤0.01% 1327
2021
Q4
$10K Buy
+132
New +$10K ﹤0.01% 1346