Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Hold
7,949
﹤0.01% 686
2025
Q1
$359K Hold
7,949
﹤0.01% 670
2024
Q4
$345K Hold
7,949
﹤0.01% 686
2024
Q3
$360K Hold
7,949
﹤0.01% 685
2024
Q2
$327K Buy
7,949
+224
+3% +$9.22K ﹤0.01% 685
2024
Q1
$289K Sell
7,725
-8,550
-53% -$320K ﹤0.01% 698
2023
Q4
$623K Hold
16,275
0.01% 584
2023
Q3
$581K Hold
16,275
0.01% 561
2023
Q2
$699K Buy
16,275
+8,550
+111% +$367K 0.01% 540
2023
Q1
$317K Hold
7,725
﹤0.01% 621
2022
Q4
$299K Buy
7,725
+1,611
+26% +$62.4K 0.01% 629
2022
Q3
$255K Buy
6,114
+284
+5% +$11.8K ﹤0.01% 658
2022
Q2
$268K Hold
5,830
﹤0.01% 663
2022
Q1
$334K Hold
5,830
﹤0.01% 671
2021
Q4
$349K Buy
5,830
+1,603
+38% +$96K ﹤0.01% 626
2021
Q3
$224K Sell
4,227
-1,088
-20% -$57.7K ﹤0.01% 674
2021
Q2
$260K Sell
5,315
-4,300
-45% -$210K ﹤0.01% 649
2021
Q1
$422K Sell
9,615
-2,663
-22% -$117K 0.01% 577
2020
Q4
$489K Buy
+12,278
New +$489K 0.01% 533