Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Hold
50,839
0.15% 42
2025
Q1
$355K Hold
50,839
0.11% 47
2024
Q4
$407K Hold
50,839
0.11% 44
2024
Q3
$486K Hold
50,839
0.19% 31
2024
Q2
$354K Hold
50,839
0.1% 41
2024
Q1
$686K Sell
50,839
-149,237
-75% -$2.01M 0.2% 41
2023
Q4
$928K Hold
200,076
0.21% 28
2023
Q3
$1.41M Hold
200,076
0.44% 34
2023
Q2
$1.6M Buy
200,076
+11,201
+6% +$89.7K 0.41% 25
2023
Q1
$1.41M Buy
188,875
+172,765
+1,072% +$1.29M 0.7% 25
2022
Q4
$80.4K Hold
16,110
0.03% 39
2022
Q3
$101K Hold
16,110
0.03% 39
2022
Q2
$148K Hold
16,110
0.06% 52
2022
Q1
$308K Hold
16,110
0.1% 53
2021
Q4
$371K Sell
16,110
-200
-1% -$4.61K 0.11% 60
2021
Q3
$477K Buy
+16,310
New +$477K 0.15% 53