Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Hold
5,560
0.07% 156
2025
Q1
$516K Sell
5,560
-116
-2% -$10.8K 0.06% 153
2024
Q4
$606K Buy
5,676
+167
+3% +$17.8K 0.07% 149
2024
Q3
$569K Buy
5,509
+178
+3% +$18.4K 0.07% 156
2024
Q2
$470K Hold
5,331
0.06% 152
2024
Q1
$523K Sell
5,331
-1,669
-24% -$164K 0.07% 149
2023
Q4
$647K Hold
7,000
0.09% 131
2023
Q3
$581K Hold
7,000
0.09% 130
2023
Q2
$593K Hold
7,000
0.09% 131
2023
Q1
$590K Hold
7,000
0.1% 127
2022
Q4
$595K Buy
+7,000
New +$595K 0.1% 122
2022
Q2
Sell
-183
Closed -$14K 724
2022
Q1
$14K Sell
183
-44
-19% -$3.37K ﹤0.01% 434
2021
Q4
$18K Buy
+227
New +$18K ﹤0.01% 421