Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
25,907
﹤0.01% 2062
2025
Q1
$216K Hold
25,907
﹤0.01% 2062
2024
Q4
$287K Hold
25,907
﹤0.01% 1903
2024
Q3
$283K Sell
25,907
-1,000
-4% -$10.9K ﹤0.01% 1843
2024
Q2
$262K Hold
26,907
﹤0.01% 1787
2024
Q1
$300K Sell
26,907
-19,245
-42% -$214K ﹤0.01% 1644
2023
Q4
$825K Buy
46,152
+20,245
+78% +$362K 0.01% 1036
2023
Q3
$245K Hold
25,907
﹤0.01% 1535
2023
Q2
$242K Hold
25,907
﹤0.01% 1555
2023
Q1
$107K Hold
25,907
﹤0.01% 1732
2022
Q4
$107K Hold
25,907
﹤0.01% 1417
2022
Q3
$92K Hold
25,907
﹤0.01% 1460
2022
Q2
$97K Hold
25,907
﹤0.01% 1478
2022
Q1
$106K Hold
25,907
﹤0.01% 1077
2021
Q4
$96K Sell
25,907
-1,630
-6% -$6.04K ﹤0.01% 1591
2021
Q3
$159K Hold
27,537
﹤0.01% 1073
2021
Q2
$169K Sell
27,537
-2,063
-7% -$12.7K ﹤0.01% 1067
2021
Q1
$184K Hold
29,600
0.01% 955
2020
Q4
$149K Buy
29,600
+7,400
+33% +$37.3K ﹤0.01% 911
2020
Q3
$105K Hold
22,200
﹤0.01% 869
2020
Q2
$88K Hold
22,200
﹤0.01% 813
2020
Q1
$79K Buy
+22,200
New +$79K ﹤0.01% 752