Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Hold
9,727
0.02% 158
2025
Q1
$521K Hold
9,727
0.02% 154
2024
Q4
$466K Sell
9,727
-284
-3% -$13.6K 0.02% 158
2024
Q3
$445K Hold
10,011
0.02% 163
2024
Q2
$426K Hold
10,011
0.02% 156
2024
Q1
$416K Hold
10,011
0.02% 153
2023
Q4
$368K Buy
10,011
+163
+2% +$5.99K 0.02% 161
2023
Q3
$350K Hold
9,848
0.02% 157
2023
Q2
$334K Hold
9,848
0.02% 165
2023
Q1
$339K Hold
9,848
0.02% 149
2022
Q4
$323K Sell
9,848
-355
-3% -$11.7K 0.02% 154
2022
Q3
$306K Buy
10,203
+2,268
+29% +$68K 0.03% 149
2022
Q2
$231K Hold
7,935
0.02% 157
2022
Q1
$263K Buy
7,935
+2,156
+37% +$71.5K 0.02% 146
2021
Q4
$171K Hold
5,779
0.02% 162
2021
Q3
$165K Buy
5,779
+1,238
+27% +$35.3K 0.02% 159
2021
Q2
$134K Buy
4,541
+1,965
+76% +$58K 0.01% 164
2021
Q1
$66K Hold
2,576
0.01% 206
2020
Q4
$55K Buy
+2,576
New +$55K 0.01% 194