Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Hold
11,742
0.02% 190
2025
Q1
$376K Hold
11,742
0.01% 215
2024
Q4
$345K Sell
11,742
-896
-7% -$26.4K 0.01% 222
2024
Q3
$367K Hold
12,638
0.01% 211
2024
Q2
$475K Hold
12,638
0.02% 192
2024
Q1
$559K Hold
12,638
0.02% 185
2023
Q4
$437K Sell
12,638
-20,410
-62% -$706K 0.02% 201
2023
Q3
$838K Hold
33,048
0.04% 149
2023
Q2
$915K Hold
33,048
0.05% 140
2023
Q1
$651K Hold
33,048
0.03% 160
2022
Q4
$705K Sell
33,048
-4,550
-12% -$97.1K 0.04% 152
2022
Q3
$831K Hold
37,598
0.04% 130
2022
Q2
$792K Hold
37,598
0.04% 138
2022
Q1
$1.01M Hold
37,598
0.06% 129
2021
Q4
$1.12M Hold
37,598
0.06% 125
2021
Q3
$1.26M Buy
37,598
+13,983
+59% +$469K 0.07% 104
2021
Q2
$1.08M Sell
23,615
-10,745
-31% -$489K 0.06% 111
2021
Q1
$1.53M Buy
34,360
+22,274
+184% +$989K 0.1% 78
2020
Q4
$759K Buy
+12,086
New +$759K 0.05% 120