Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
4,823
-3,000
-38% -$155K 0.06% 121
2025
Q1
$419K Hold
7,823
0.06% 173
2024
Q4
$373K Hold
7,823
0.06% 194
2024
Q3
$348K Hold
7,823
0.06% 194
2024
Q2
$333K Hold
7,823
0.05% 201
2024
Q1
$325K Buy
+7,823
New +$325K 0.06% 203
2023
Q4
Sell
-7,823
Closed -$277K 214
2023
Q3
$277K Hold
7,823
0.06% 201
2023
Q2
$266K Buy
+7,823
New +$266K 0.06% 203
2022
Q4
Sell
-7,823
Closed -$236K 244
2022
Q3
$236K Hold
7,823
0.06% 232
2022
Q2
$230K Hold
7,823
0.05% 243
2022
Q1
$260K Hold
7,823
0.05% 240
2021
Q4
$233K Hold
7,823
0.04% 266
2021
Q3
$226K Hold
7,823
0.04% 270
2021
Q2
$233K Hold
7,823
0.05% 274
2021
Q1
$203K Buy
+7,823
New +$203K 0.04% 268