Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Hold
58,800
0.01% 331
2025
Q1
$120K Hold
58,800
0.01% 324
2024
Q4
$232K Buy
58,800
+28,600
+95% +$113K 0.02% 315
2024
Q3
$35.3K Hold
30,200
﹤0.01% 334
2024
Q2
$40.8K Buy
30,200
+14,300
+90% +$19.3K ﹤0.01% 326
2024
Q1
$19.2K Hold
15,900
﹤0.01% 334
2023
Q4
$33.2K Sell
15,900
-4,000
-20% -$8.34K ﹤0.01% 331
2023
Q3
$72.2K Buy
19,900
+4,000
+25% +$14.5K 0.01% 318
2023
Q2
$81.1K Buy
15,900
+4,000
+34% +$20.4K 0.01% 327
2023
Q1
$49.3K Hold
11,900
﹤0.01% 333
2022
Q4
$43.3K Sell
11,900
-1,000
-8% -$3.64K ﹤0.01% 338
2022
Q3
$75K Sell
12,900
-3,000
-19% -$17.4K 0.01% 333
2022
Q2
$113K Hold
15,900
0.01% 346
2022
Q1
$105K Hold
15,900
0.01% 362
2021
Q4
$138K Buy
15,900
+2,000
+14% +$17.4K 0.01% 375
2021
Q3
$145K Buy
+13,900
New +$145K 0.01% 371
2021
Q1
Sell
-11,000
Closed -$100K 369
2020
Q4
$100K Hold
11,000
0.01% 357
2020
Q3
$50K Buy
+11,000
New +$50K ﹤0.01% 339