Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Hold
10,376
0.01% 363
2025
Q1
$238K Hold
10,376
0.01% 346
2024
Q4
$241K Hold
10,376
0.01% 358
2024
Q3
$361K Sell
10,376
-2,600
-20% -$90.5K 0.01% 316
2024
Q2
$420K Buy
12,976
+1,475
+13% +$47.7K 0.02% 294
2024
Q1
$391K Hold
11,501
0.02% 299
2023
Q4
$453K Hold
11,501
0.02% 277
2023
Q3
$439K Hold
11,501
0.02% 274
2023
Q2
$524K Buy
11,501
+1,125
+11% +$51.3K 0.02% 261
2023
Q1
$465K Hold
10,376
0.02% 263
2022
Q4
$456K Hold
10,376
0.02% 263
2022
Q3
$435K Hold
10,376
0.03% 259
2022
Q2
$510K Hold
10,376
0.03% 256
2022
Q1
$575K Hold
10,376
0.03% 252
2021
Q4
$540K Hold
10,376
0.03% 264
2021
Q3
$519K Hold
10,376
0.03% 252
2021
Q2
$512K Hold
10,376
0.03% 255
2021
Q1
$468K Buy
+10,376
New +$468K 0.03% 264