Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Hold
6,348
﹤0.01% 646
2025
Q1
$468K Hold
6,348
﹤0.01% 634
2024
Q4
$518K Hold
6,348
0.01% 639
2024
Q3
$443K Hold
6,348
﹤0.01% 660
2024
Q2
$376K Buy
6,348
+325
+5% +$19.2K ﹤0.01% 670
2024
Q1
$394K Buy
6,023
+943
+19% +$61.6K ﹤0.01% 648
2023
Q4
$365K Hold
5,080
﹤0.01% 646
2023
Q3
$355K Hold
5,080
0.01% 623
2023
Q2
$345K Hold
5,080
﹤0.01% 629
2023
Q1
$375K Buy
5,080
+973
+24% +$71.8K 0.01% 592
2022
Q4
$278K Hold
4,107
﹤0.01% 642
2022
Q3
$302K Sell
4,107
-2,343
-36% -$172K 0.01% 631
2022
Q2
$696K Buy
6,450
+2,241
+53% +$242K 0.01% 502
2022
Q1
$493K Hold
4,209
0.01% 596
2021
Q4
$802K Buy
4,209
+148
+4% +$28.2K 0.01% 477
2021
Q3
$1.06M Sell
4,061
-780
-16% -$204K 0.02% 421
2021
Q2
$1.87M Buy
4,841
+431
+10% +$167K 0.03% 309
2021
Q1
$1.42M Buy
4,410
+512
+13% +$165K 0.02% 357
2020
Q4
$1.39M Buy
+3,898
New +$1.39M 0.03% 335