Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
6,690
+818
+14% +$60.3K 0.01% 417
2025
Q1
$459K Sell
5,872
-17,387
-75% -$1.36M 0.01% 421
2024
Q4
$2.74M Hold
23,259
0.07% 204
2024
Q3
$2.51M Hold
23,259
0.06% 208
2024
Q2
$2.03M Hold
23,259
0.05% 225
2024
Q1
$2.05M Buy
23,259
+5,871
+34% +$517K 0.05% 225
2023
Q4
$1.28M Hold
17,388
0.03% 282
2023
Q3
$989K Hold
17,388
0.03% 316
2023
Q2
$1.1M Hold
17,388
0.03% 301
2023
Q1
$1.12M Hold
17,388
0.03% 292
2022
Q4
$873K Hold
17,388
0.03% 317
2022
Q3
$625K Hold
17,388
0.02% 341
2022
Q2
$635K Hold
17,388
0.02% 343
2022
Q1
$646K Buy
17,388
+6,682
+62% +$248K 0.02% 372
2021
Q4
$567K Hold
10,706
0.02% 414
2021
Q3
$466K Buy
+10,706
New +$466K 0.02% 430
2015
Q2
Sell
-384
Closed -$6K 1187
2015
Q1
$6K Hold
384
﹤0.01% 1055
2014
Q4
$6K Hold
384
﹤0.01% 1053
2014
Q3
$4K Sell
384
-1
-0.3% -$10 ﹤0.01% 1088
2014
Q2
$6K Hold
385
﹤0.01% 1029
2014
Q1
$5K Buy
+385
New +$5K ﹤0.01% 1050