Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$716K Hold
8,900
0.01% 568
2025
Q1
$712K Hold
8,900
0.01% 405
2024
Q4
$651K Buy
8,900
+100
+1% +$7.32K 0.01% 420
2024
Q3
$516K Buy
8,800
+1,200
+16% +$70.4K 0.01% 432
2024
Q2
$385K Hold
7,600
0.01% 438
2024
Q1
$408K Hold
7,600
0.01% 443
2023
Q4
$344K Hold
7,600
0.01% 453
2023
Q3
$379K Buy
7,600
+3,500
+85% +$175K 0.01% 434
2023
Q2
$195K Hold
4,100
﹤0.01% 493
2023
Q1
$160K Hold
4,100
﹤0.01% 510
2022
Q4
$169K Buy
+4,100
New +$169K ﹤0.01% 510
2021
Q3
Hold
0
838
2021
Q2
Hold
0
876
2020
Q2
Hold
0
820
2020
Q1
Hold
0
865
2019
Q4
Hold
0
928
2019
Q3
Hold
0
914
2019
Q2
Hold
0
873
2019
Q1
Hold
0
871
2018
Q4
Hold
0
841