Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96K Hold
2,500
0.02% 96
2025
Q1
$96.9K Hold
2,500
0.02% 95
2024
Q4
$84.6K Hold
2,500
0.02% 108
2024
Q3
$102K Hold
2,500
0.02% 36
2024
Q2
$96.3K Hold
2,500
0.02% 38
2024
Q1
$107K Buy
+2,500
New +$107K 0.03% 32
2022
Q3
Sell
-5,941
Closed -$323K 22
2022
Q2
$323K Hold
5,941
0.11% 18
2022
Q1
$323K Hold
5,941
0.1% 18
2021
Q4
$327K Hold
5,941
0.09% 19
2021
Q3
$284K Hold
5,941
0.09% 20
2021
Q2
$296K Hold
5,941
0.09% 21
2021
Q1
$265K Sell
5,941
-17,823
-75% -$795K 0.08% 22
2020
Q4
$1.09M Buy
+23,764
New +$1.09M 0.4% 13