Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.73M Sell
25,945
-10
-0% -$1.05K 0.17% 59
2025
Q1
$1.51M Hold
25,955
0.11% 74
2024
Q4
$1.5M Buy
25,955
+17,038
+191% +$986K 0.1% 74
2024
Q3
$395K Hold
8,917
0.03% 157
2024
Q2
$332K Hold
8,917
0.03% 152
2024
Q1
$340K Buy
8,917
+1,950
+28% +$74.5K 0.03% 180
2023
Q4
$319K Hold
6,967
0.03% 136
2023
Q3
$202K Buy
+6,967
New +$202K 0.02% 180
2021
Q2
Sell
-3,960
Closed -$257K 216
2021
Q1
$257K Buy
+3,960
New +$257K 0.02% 177