Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Hold
7,334
0.03% 170
2025
Q1
$501K Hold
7,334
0.03% 177
2024
Q4
$570K Hold
7,334
0.03% 166
2024
Q3
$492K Sell
7,334
-3,666
-33% -$246K 0.02% 181
2024
Q2
$1.25M Hold
11,000
0.06% 113
2024
Q1
$1.53M Buy
+11,000
New +$1.53M 0.07% 107
2021
Q2
Sell
-4,288
Closed -$385K 259
2021
Q1
$385K Buy
4,288
+64
+2% +$5.75K 0.02% 223
2020
Q4
$390K Sell
4,224
-752
-15% -$69.4K 0.03% 217
2020
Q3
$513K Buy
+4,976
New +$513K 0.04% 183