Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Buy
27,075
+3,057
+13% +$15.4K ﹤0.01% 1318
2025
Q1
$109K Hold
24,018
﹤0.01% 1295
2024
Q4
$113K Hold
24,018
﹤0.01% 1305
2024
Q3
$91.3K Hold
24,018
﹤0.01% 1235
2024
Q2
$85.3K Buy
24,018
+1,416
+6% +$5.03K ﹤0.01% 1200
2024
Q1
$71K Sell
22,602
-194,399
-90% -$610K ﹤0.01% 1221
2023
Q4
$731K Hold
217,001
﹤0.01% 840
2023
Q3
$768K Hold
217,001
﹤0.01% 799
2023
Q2
$744K Hold
217,001
﹤0.01% 813
2023
Q1
$653K Hold
217,001
﹤0.01% 850
2022
Q4
$699K Buy
217,001
+73,438
+51% +$236K ﹤0.01% 829
2022
Q3
$378K Buy
143,563
+70,677
+97% +$186K ﹤0.01% 921
2022
Q2
$184K Buy
72,886
+39,756
+120% +$100K ﹤0.01% 1051
2022
Q1
$116K Buy
+33,130
New +$116K ﹤0.01% 1082