Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Hold
521
0.25% 78
2025
Q1
$320K Buy
521
+16
+3% +$9.82K 0.22% 76
2024
Q4
$317K Sell
505
-1
-0.2% -$629 0.21% 74
2024
Q3
$314K Buy
506
+1
+0.2% +$621 0.22% 76
2024
Q2
$332K Buy
505
+480
+1,920% +$315K 0.26% 74
2024
Q1
$16.3K Hold
25
0.01% 239
2023
Q4
$15.6K Hold
25
0.01% 236
2023
Q3
$12.8K Hold
25
0.01% 321
2023
Q2
$11.5K Hold
25
0.01% 329
2023
Q1
$11.1K Buy
25
+5
+25% +$2.23K 0.01% 329
2022
Q4
$7.78K Buy
20
+5
+33% +$1.95K 0.01% 356
2022
Q3
$6K Buy
15
+11
+275% +$4.4K ﹤0.01% 575
2022
Q2
$2K Sell
4
-4
-50% -$2K ﹤0.01% 726
2022
Q1
$4K Hold
8
﹤0.01% 658
2021
Q4
$5K Hold
8
﹤0.01% 633
2021
Q3
$4K Hold
8
﹤0.01% 644
2021
Q2
$4K Buy
+8
New +$4K ﹤0.01% 651