Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Hold
8,543
0.03% 116
2025
Q1
$237K Hold
8,543
0.04% 103
2024
Q4
$279K Hold
8,543
0.04% 98
2024
Q3
$306K Buy
8,543
+1,508
+21% +$54.1K 0.05% 88
2024
Q2
$246K Hold
7,035
0.04% 97
2024
Q1
$213K Hold
7,035
0.04% 106
2023
Q4
$212K Buy
+7,035
New +$212K 0.04% 104
2023
Q3
Sell
-7,035
Closed -$216K 97
2023
Q2
$216K Hold
7,035
0.04% 89
2023
Q1
$206K Sell
7,035
-690
-9% -$20.3K 0.05% 95
2022
Q4
$208K Buy
+7,725
New +$208K 0.05% 97
2022
Q3
Sell
-8,001
Closed -$262K 97
2022
Q2
$262K Hold
8,001
0.06% 86
2022
Q1
$290K Hold
8,001
0.07% 72
2021
Q4
$301K Sell
8,001
-507
-6% -$19.1K 0.08% 69
2021
Q3
$233K Sell
8,508
-276
-3% -$7.56K 0.07% 71
2021
Q2
$248K Hold
8,784
0.07% 72
2021
Q1
$279K Hold
8,784
0.09% 64
2020
Q4
$216K Buy
+8,784
New +$216K 0.07% 71