Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Hold
4,200
0.03% 289
2025
Q1
$233K Hold
4,200
0.04% 260
2024
Q4
$203K Hold
4,200
0.03% 269
2024
Q3
$242K Hold
4,200
0.04% 229
2024
Q2
$204K Sell
4,200
-414
-9% -$20.1K 0.04% 240
2024
Q1
$224K Hold
4,614
0.04% 224
2023
Q4
$229K Hold
4,614
0.04% 216
2023
Q3
$247K Hold
4,614
0.06% 187
2023
Q2
$249K Hold
4,614
0.05% 192
2023
Q1
$251K Sell
4,614
-82
-2% -$4.46K 0.06% 189
2022
Q4
$227K Buy
4,696
+4,282
+1,034% +$207K 0.06% 189
2022
Q3
$16K Hold
414
﹤0.01% 568
2022
Q2
$21K Hold
414
0.01% 532
2022
Q1
$21K Hold
414
0.01% 550
2021
Q4
$21K Buy
+414
New +$21K 0.01% 521
2021
Q3
Sell
-505
Closed -$27K 806
2021
Q2
$27K Buy
+505
New +$27K 0.01% 465