Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Buy
880
+1
+0.1% +$801 0.17% 60
2025
Q1
$582K Buy
879
+232
+36% +$154K 0.15% 61
2024
Q4
$449K Buy
647
+406
+168% +$282K 0.12% 68
2024
Q3
$201K Buy
241
+79
+49% +$66K 0.06% 89
2024
Q2
$166K Hold
162
0.05% 93
2024
Q1
$157K Hold
162
0.05% 92
2023
Q4
$123K Hold
162
0.04% 100
2023
Q3
$95K Buy
162
+6
+4% +$3.52K 0.03% 103
2023
Q2
$113K Buy
156
+31
+25% +$22.5K 0.04% 97
2023
Q1
$85K Buy
125
+8
+7% +$5.44K 0.03% 106
2022
Q4
$64K Buy
117
+29
+33% +$15.9K 0.03% 115
2022
Q3
$37K Buy
88
+8
+10% +$3.36K 0.02% 130
2022
Q2
$38K Buy
80
+4
+5% +$1.9K 0.02% 135
2022
Q1
$51K Hold
76
0.02% 129
2021
Q4
$61K Buy
76
+58
+322% +$46.6K 0.02% 124
2021
Q3
$13K Buy
18
+3
+20% +$2.17K ﹤0.01% 249
2021
Q2
$10K Hold
15
﹤0.01% 263
2021
Q1
$9K Hold
15
﹤0.01% 254
2020
Q4
$7K Buy
+15
New +$7K ﹤0.01% 259