Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
35,110
﹤0.01% 3910
2025
Q1
$81.8K Hold
35,110
﹤0.01% 4012
2024
Q4
$94.4K Hold
35,110
﹤0.01% 3999
2024
Q3
$130K Hold
35,110
﹤0.01% 3926
2024
Q2
$107K Sell
35,110
-226
-0.6% -$689 ﹤0.01% 3997
2024
Q1
$97.9K Hold
35,336
﹤0.01% 4034
2023
Q4
$83K Hold
35,336
﹤0.01% 4089
2023
Q3
$77.4K Hold
35,336
﹤0.01% 4174
2023
Q2
$79.2K Hold
35,336
﹤0.01% 4292
2023
Q1
$68.9K Hold
35,336
﹤0.01% 4422
2022
Q4
$62.2K Sell
35,336
-300
-0.8% -$528 ﹤0.01% 4506
2022
Q3
$84K Hold
35,636
﹤0.01% 4525
2022
Q2
$103K Hold
35,636
﹤0.01% 4520
2022
Q1
$217K Buy
35,636
+2,337
+7% +$14.2K ﹤0.01% 4351
2021
Q4
$283K Hold
33,299
﹤0.01% 4203
2021
Q3
$445K Sell
33,299
-4,400
-12% -$58.8K ﹤0.01% 4023
2021
Q2
$694K Buy
+37,699
New +$694K ﹤0.01% 3737