Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$475K Hold
54,948
﹤0.01% 1267
2025
Q1
$484K Hold
54,948
﹤0.01% 1251
2024
Q4
$499K Hold
54,948
﹤0.01% 1292
2024
Q3
$497K Buy
54,948
+13,900
+34% +$126K ﹤0.01% 1245
2024
Q2
$340K Buy
41,048
+11,100
+37% +$91.9K ﹤0.01% 1333
2024
Q1
$245K Hold
29,948
﹤0.01% 1445
2023
Q4
$234K Buy
29,948
+3,300
+12% +$25.8K ﹤0.01% 1476
2023
Q3
$181K Hold
26,648
﹤0.01% 1484
2023
Q2
$227K Hold
26,648
﹤0.01% 1461
2023
Q1
$205K Sell
26,648
-5,500
-17% -$42.3K ﹤0.01% 1447
2022
Q4
$229K Hold
32,148
﹤0.01% 1380
2022
Q3
$235K Hold
32,148
﹤0.01% 1378
2022
Q2
$206K Sell
32,148
-1,800
-5% -$11.5K ﹤0.01% 1489
2022
Q1
$248K Sell
33,948
-1,800
-5% -$13.2K ﹤0.01% 1583
2021
Q4
$276K Hold
35,748
﹤0.01% 1631
2021
Q3
$245K Hold
35,748
﹤0.01% 1625
2021
Q2
$240K Buy
35,748
+4,300
+14% +$28.9K ﹤0.01% 1675
2021
Q1
$193K Hold
31,448
﹤0.01% 1545
2020
Q4
$166K Sell
31,448
-205,925
-87% -$1.09M ﹤0.01% 1532
2020
Q3
$1.07M Buy
237,373
+78,071
+49% +$351K 0.01% 706
2020
Q2
$799K Buy
+159,302
New +$799K 0.01% 774