Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Hold
1,745
0.01% 361
2025
Q1
$210K Hold
1,745
0.01% 357
2024
Q4
$204K Sell
1,745
-271
-13% -$31.6K 0.01% 353
2024
Q3
$303K Hold
2,016
0.02% 296
2024
Q2
$319K Hold
2,016
0.03% 270
2024
Q1
$399K Hold
2,016
0.03% 264
2023
Q4
$351K Hold
2,016
0.03% 277
2023
Q3
$315K Hold
2,016
0.03% 278
2023
Q2
$331K Buy
+2,016
New +$331K 0.03% 293
2022
Q2
Sell
-1,425
Closed -$212K 295
2022
Q1
$212K Buy
+1,425
New +$212K 0.02% 287
2021
Q4
Sell
-2,335
Closed -$230K 310
2021
Q3
$230K Sell
2,335
-318
-12% -$31.3K 0.02% 283
2021
Q2
$255K Sell
2,653
-721
-21% -$69.3K 0.02% 277
2021
Q1
$271K Buy
+3,374
New +$271K 0.03% 262