Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Buy
2,210
+1,260
+133% +$275K 0.15% 122
2025
Q1
$133K Hold
950
0.04% 223
2024
Q4
$158K Hold
950
0.06% 198
2024
Q3
$162K Hold
950
0.06% 206
2024
Q2
$134K Sell
950
-22
-2% -$3.11K 0.05% 223
2024
Q1
$122K Buy
972
+22
+2% +$2.76K 0.05% 230
2023
Q4
$100K Hold
950
0.05% 232
2023
Q3
$101K Hold
950
0.06% 222
2023
Q2
$113K Hold
950
0.06% 217
2023
Q1
$88K Hold
950
0.05% 238
2022
Q4
$78K Hold
950
0.05% 234
2022
Q3
$58K Hold
950
0.04% 252
2022
Q2
$66K Hold
950
0.05% 236
2022
Q1
$79K Hold
950
0.05% 234
2021
Q4
$83K Buy
+950
New +$83K 0.05% 242