Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
1,003
-4
-0.4% -$1.31K 0.01% 836
2025
Q1
$269K Hold
1,007
0.01% 884
2024
Q4
$239K Hold
1,007
0.01% 940
2024
Q3
$263K Hold
1,007
0.01% 899
2024
Q2
$225K Hold
1,007
0.01% 907
2024
Q1
$192K Hold
1,007
0.01% 977
2023
Q4
$180K Sell
1,007
-27
-3% -$4.83K 0.01% 1011
2023
Q3
$167K Hold
1,034
0.01% 1039
2023
Q2
$183K Hold
1,034
0.01% 862
2023
Q1
$177K Hold
1,034
0.01% 933
2022
Q4
$159K Buy
1,034
+7
+0.7% +$1.08K 0.01% 989
2022
Q3
$148K Buy
1,027
+13
+1% +$1.87K 0.01% 1001
2022
Q2
$133K Buy
1,014
+328
+48% +$43K ﹤0.01% 1004
2022
Q1
$105K Buy
686
+151
+28% +$23.1K ﹤0.01% 1077
2021
Q4
$77K Sell
535
-107
-17% -$15.4K ﹤0.01% 1083
2021
Q3
$85K Sell
642
-86
-12% -$11.4K ﹤0.01% 1027
2021
Q2
$101K Buy
+728
New +$101K ﹤0.01% 1032