Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Hold
16,370
﹤0.01% 590
2025
Q1
$257K Hold
16,370
﹤0.01% 629
2024
Q4
$221K Sell
16,370
-6,201
-27% -$83.5K ﹤0.01% 663
2024
Q3
$355K Hold
22,571
﹤0.01% 651
2024
Q2
$294K Buy
22,571
+4,067
+22% +$53K ﹤0.01% 660
2024
Q1
$306K Hold
18,504
﹤0.01% 616
2023
Q4
$329K Hold
18,504
﹤0.01% 565
2023
Q3
$296K Hold
18,504
﹤0.01% 628
2023
Q2
$305K Sell
18,504
-4,259
-19% -$70.3K ﹤0.01% 629
2023
Q1
$346K Buy
22,763
+1,572
+7% +$23.9K 0.01% 614
2022
Q4
$289K Hold
21,191
﹤0.01% 613
2022
Q3
$178K Hold
21,191
﹤0.01% 634
2022
Q2
$210K Hold
21,191
﹤0.01% 638
2022
Q1
$191K Buy
+21,191
New +$191K ﹤0.01% 640