Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
5,834
+1,474
+34% +$104K 0.01% 211
2025
Q1
$320K Hold
4,360
0.01% 224
2024
Q4
$273K Hold
4,360
0.01% 247
2024
Q3
$288K Hold
4,360
0.01% 254
2024
Q2
$315K Buy
4,360
+30
+0.7% +$2.17K 0.01% 243
2024
Q1
$290K Hold
4,330
0.01% 245
2023
Q4
$285K Sell
4,330
-133
-3% -$8.75K 0.01% 237
2023
Q3
$287K Buy
4,463
+56
+1% +$3.61K 0.01% 217
2023
Q2
$266K Hold
4,407
0.01% 234
2023
Q1
$254K Sell
4,407
-460
-9% -$26.5K 0.01% 236
2022
Q4
$277K Buy
4,867
+360
+8% +$20.5K 0.01% 222
2022
Q3
$224K Buy
4,507
+100
+2% +$4.97K 0.01% 228
2022
Q2
$230K Buy
+4,407
New +$230K 0.01% 227