Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Hold
57,142
﹤0.01% 1564
2025
Q1
$167K Hold
57,142
﹤0.01% 1412
2024
Q4
$72K Hold
57,142
﹤0.01% 1283
2024
Q3
$81.1K Hold
57,142
﹤0.01% 1117
2024
Q2
$70.9K Sell
57,142
-302
-0.5% -$374 ﹤0.01% 966
2024
Q1
$90.8K Buy
57,444
+302
+0.5% +$477 ﹤0.01% 931
2023
Q4
$182K Hold
57,142
﹤0.01% 849
2023
Q3
$153K Hold
57,142
﹤0.01% 859
2023
Q2
$119K Sell
57,142
-3,353
-6% -$6.97K ﹤0.01% 843
2023
Q1
$73.2K Hold
60,495
﹤0.01% 864
2022
Q4
$105K Sell
60,495
-1,677
-3% -$2.92K ﹤0.01% 769
2022
Q3
$221K Hold
62,172
0.01% 741
2022
Q2
$154K Hold
62,172
﹤0.01% 746
2022
Q1
$408K Hold
62,172
0.01% 554
2021
Q4
$965K Sell
62,172
-30,061
-33% -$467K 0.02% 315
2021
Q3
$2.21M Buy
92,233
+82,968
+895% +$1.99M 0.06% 171
2021
Q2
$297K Buy
+9,265
New +$297K 0.01% 462