Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$979K Buy
20,119
+5,336
+36% +$260K ﹤0.01% 1439
2025
Q1
$727K Hold
14,783
﹤0.01% 1515
2024
Q4
$706K Hold
14,783
﹤0.01% 1559
2024
Q3
$827K Buy
14,783
+2,524
+21% +$141K ﹤0.01% 1557
2024
Q2
$588K Buy
12,259
+4,856
+66% +$233K ﹤0.01% 1644
2024
Q1
$346K Buy
7,403
+5,491
+287% +$257K ﹤0.01% 1751
2023
Q4
$88K Hold
1,912
﹤0.01% 1971
2023
Q3
$99K Buy
+1,912
New +$99K ﹤0.01% 1966
2023
Q2
Sell
-797
Closed -$32K 2306
2023
Q1
$32K Hold
797
﹤0.01% 2131
2022
Q4
$33K Hold
797
﹤0.01% 2165
2022
Q3
$28K Hold
797
﹤0.01% 2202
2022
Q2
$27K Hold
797
﹤0.01% 2204
2022
Q1
$30K Hold
797
﹤0.01% 2280
2021
Q4
$36K Hold
797
﹤0.01% 2265
2021
Q3
$40K Hold
797
﹤0.01% 2290
2021
Q2
$38K Hold
797
﹤0.01% 2347
2021
Q1
$42K Hold
797
﹤0.01% 2345
2020
Q4
$39K Hold
797
﹤0.01% 2370
2020
Q3
$30K Hold
797
﹤0.01% 2331
2020
Q2
$39K Hold
797
﹤0.01% 2308
2020
Q1
$33K Hold
797
﹤0.01% 2252
2019
Q4
$41K Buy
+797
New +$41K ﹤0.01% 2332
2014
Q4
Sell
-641
Closed -$13K 2577
2014
Q3
$13K Buy
+641
New +$13K ﹤0.01% 2369