Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$70.5K Hold
19,156
﹤0.01% 35
2025
Q1
$76.4K Hold
19,156
﹤0.01% 48
2024
Q4
$88.7K Hold
19,156
﹤0.01% 44
2024
Q3
$129K Hold
19,156
﹤0.01% 47
2024
Q2
$38.9K Hold
19,156
﹤0.01% 77
2024
Q1
$40.6K Hold
19,156
﹤0.01% 63
2023
Q4
$134K Hold
19,156
﹤0.01% 48
2023
Q3
$312K Hold
19,156
0.01% 58
2023
Q2
$314K Hold
19,156
0.01% 58
2023
Q1
$429K Hold
19,156
0.01% 68
2022
Q4
$552K Hold
19,156
0.01% 65
2022
Q3
$1.15M Hold
19,156
0.03% 58
2022
Q2
$805K Sell
19,156
-3,817
-17% -$160K 0.02% 62
2022
Q1
$2.34M Hold
22,973
0.05% 56
2021
Q4
$3.63M Hold
22,973
0.06% 67
2021
Q3
$6.34M Hold
22,973
0.08% 69
2021
Q2
$8.85M Hold
22,973
0.09% 71
2021
Q1
$2.69M Hold
22,973
0.03% 84
2020
Q4
$2M Hold
22,973
0.02% 92
2020
Q3
$2M Sell
22,973
-6,992
-23% -$608K 0.02% 85
2020
Q2
$4.29M Sell
29,965
-42,478
-59% -$6.07M 0.04% 67
2020
Q1
$11.2M Hold
72,443
0.15% 43
2019
Q4
$16.4M Sell
72,443
-21,949
-23% -$4.96M 0.2% 39
2019
Q3
$23.1M Buy
+94,392
New +$23.1M 0.32% 38