Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$954K Hold
23,373
0.01% 145
2025
Q1
$1.06M Buy
23,373
+6,500
+39% +$294K 0.01% 144
2024
Q4
$732K Hold
16,873
﹤0.01% 148
2024
Q3
$765K Hold
16,873
﹤0.01% 146
2024
Q2
$694K Sell
16,873
-267
-2% -$11K ﹤0.01% 146
2024
Q1
$641K Sell
17,140
-1,382
-7% -$51.7K ﹤0.01% 146
2023
Q4
$709K Hold
18,522
﹤0.01% 144
2023
Q3
$661K Hold
18,522
﹤0.01% 142
2023
Q2
$796K Hold
18,522
﹤0.01% 139
2023
Q1
$761K Sell
18,522
-1,528
-8% -$62.7K ﹤0.01% 136
2022
Q4
$777K Hold
20,050
﹤0.01% 136
2022
Q3
$836K Hold
20,050
0.01% 133
2022
Q2
$923K Hold
20,050
0.01% 136
2022
Q1
$1.15M Hold
20,050
0.01% 134
2021
Q4
$1.2M Hold
20,050
0.01% 133
2021
Q3
$1.06M Hold
20,050
0.01% 130
2021
Q2
$982K Buy
+20,050
New +$982K 0.01% 131