Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Hold
42,718
﹤0.01% 657
2025
Q1
$414K Hold
42,718
﹤0.01% 679
2024
Q4
$402K Hold
42,718
﹤0.01% 682
2024
Q3
$484K Hold
42,718
﹤0.01% 668
2024
Q2
$418K Hold
42,718
﹤0.01% 679
2024
Q1
$406K Hold
42,718
﹤0.01% 549
2023
Q4
$412K Hold
42,718
﹤0.01% 674
2023
Q3
$391K Hold
42,718
﹤0.01% 667
2023
Q2
$426K Hold
42,718
﹤0.01% 666
2023
Q1
$486K Sell
42,718
-15,500
-27% -$176K ﹤0.01% 669
2022
Q4
$693K Hold
58,218
﹤0.01% 652
2022
Q3
$625K Hold
58,218
﹤0.01% 673
2022
Q2
$724K Hold
58,218
﹤0.01% 667
2022
Q1
$660K Hold
58,218
﹤0.01% 704
2021
Q4
$696K Hold
58,218
﹤0.01% 711
2021
Q3
$675K Hold
58,218
﹤0.01% 707
2021
Q2
$667K Hold
58,218
﹤0.01% 708
2021
Q1
$680K Buy
+58,218
New +$680K ﹤0.01% 701