Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Hold
4,574
0.01% 854
2025
Q1
$296K Hold
4,574
0.01% 847
2024
Q4
$484K Buy
4,574
+2,626
+135% +$278K 0.02% 692
2024
Q3
$196K Hold
1,948
0.01% 962
2024
Q2
$206K Buy
+1,948
New +$206K 0.01% 937
2022
Q4
Sell
-13,211
Closed -$592K 1310
2022
Q3
$592K Buy
+13,211
New +$592K 0.02% 628
2022
Q2
Sell
-946
Closed -$72K 1444
2022
Q1
$72K Hold
946
﹤0.01% 1128
2021
Q4
$101K Buy
+946
New +$101K ﹤0.01% 1032
2021
Q2
Sell
-1,336
Closed -$141K 1343
2021
Q1
$141K Sell
1,336
-61
-4% -$6.44K 0.01% 890
2020
Q4
$131K Sell
1,397
-75
-5% -$7.03K 0.01% 817
2020
Q3
$88K Sell
1,472
-101
-6% -$6.04K ﹤0.01% 776
2020
Q2
$76K Sell
1,573
-14
-0.9% -$676 ﹤0.01% 731
2020
Q1
$60K Buy
1,587
+301
+23% +$11.4K ﹤0.01% 759
2019
Q4
$135K Buy
+1,286
New +$135K 0.01% 748