Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Hold
3,615
0.05% 73
2025
Q1
$531K Hold
3,615
0.04% 74
2024
Q4
$467K Hold
3,615
0.03% 82
2024
Q3
$494K Hold
3,615
0.03% 81
2024
Q2
$369K Sell
3,615
-709
-16% -$72.4K 0.02% 92
2024
Q1
$378K Sell
4,324
-367
-8% -$32.1K 0.02% 95
2023
Q4
$431K Hold
4,691
0.04% 87
2023
Q3
$367K Buy
4,691
+4,228
+913% +$331K 0.03% 89
2023
Q2
$39K Hold
463
﹤0.01% 276
2023
Q1
$40K Hold
463
﹤0.01% 279
2022
Q4
$47K Hold
463
﹤0.01% 271
2022
Q3
$43K Hold
463
0.01% 221
2022
Q2
$50K Hold
463
0.01% 192
2022
Q1
$58K Hold
463
0.01% 195
2021
Q4
$69K Hold
463
0.01% 191
2021
Q3
$68K Buy
463
+96
+26% +$14.1K 0.01% 195
2021
Q2
$61K Buy
+367
New +$61K 0.01% 199