Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
2,491
+141
+6% +$42.9K ﹤0.01% 672
2025
Q1
$631K Sell
2,350
-3,250
-58% -$872K ﹤0.01% 714
2024
Q4
$1.38M Hold
5,600
﹤0.01% 515
2024
Q3
$1.28M Hold
5,600
﹤0.01% 534
2024
Q2
$1.13M Hold
5,600
﹤0.01% 545
2024
Q1
$1.09M Hold
5,600
0.01% 559
2023
Q4
$866K Hold
5,600
0.01% 635
2023
Q3
$724K Hold
5,600
0.01% 661
2023
Q2
$766K Hold
5,600
0.01% 669
2023
Q1
$709K Hold
5,600
0.01% 690
2022
Q4
$578K Hold
5,600
0.01% 716
2022
Q3
$455K Hold
5,600
0.01% 743
2022
Q2
$508K Hold
5,600
0.01% 711
2022
Q1
$621K Hold
5,600
0.01% 733
2021
Q4
$785K Hold
5,600
0.01% 696
2021
Q3
$756K Buy
+5,600
New +$756K 0.01% 681