Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$587K Hold
5,874
0.08% 299
2025
Q1
$618K Buy
5,874
+2,380
+68% +$250K 0.09% 269
2024
Q4
$275K Hold
3,494
0.04% 378
2024
Q3
$260K Hold
3,494
0.04% 387
2024
Q2
$327K Hold
3,494
0.05% 390
2024
Q1
$366K Hold
3,494
0.05% 399
2023
Q4
$316K Buy
+3,494
New +$316K 0.05% 405
2021
Q1
Sell
-2,516
Closed -$640K 364
2020
Q4
$640K Buy
2,516
+420
+20% +$107K 0.17% 141
2020
Q3
$448K Hold
2,096
0.16% 159
2020
Q2
$420K Buy
+2,096
New +$420K 0.17% 155