Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Hold
48,666
0.03% 529
2025
Q1
$978K Sell
48,666
-1,383
-3% -$27.8K 0.03% 448
2024
Q4
$1.06M Buy
50,049
+1,789
+4% +$37.7K 0.04% 430
2024
Q3
$1.17M Buy
48,260
+24,046
+99% +$585K 0.04% 428
2024
Q2
$530K Buy
+24,214
New +$530K 0.02% 640
2023
Q2
Sell
-9,473
Closed -$200K 1098
2023
Q1
$200K Hold
9,473
0.01% 883
2022
Q4
$210K Hold
9,473
0.01% 915
2022
Q3
$191K Buy
+9,473
New +$191K 0.01% 940
2021
Q1
Sell
-1,498
Closed -$27K 1174
2020
Q4
$27K Buy
+1,498
New +$27K ﹤0.01% 962