Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Buy
4,715
+1,200
+34% +$159K 0.01% 257
2025
Q1
$420K Buy
3,515
+75
+2% +$8.96K 0.01% 287
2024
Q4
$452K Sell
3,440
-35
-1% -$4.6K 0.01% 286
2024
Q3
$441K Buy
3,475
+35
+1% +$4.44K 0.01% 301
2024
Q2
$524K Hold
3,440
0.01% 276
2024
Q1
$567K Hold
3,440
0.01% 277
2023
Q4
$468K Buy
3,440
+100
+3% +$13.6K 0.01% 291
2023
Q3
$458K Hold
3,340
0.01% 290
2023
Q2
$428K Hold
3,340
0.01% 298
2023
Q1
$415K Hold
3,340
0.01% 296
2022
Q4
$286K Sell
3,340
-100
-3% -$8.55K 0.01% 333
2022
Q3
$361K Hold
3,440
0.01% 309
2022
Q2
$306K Hold
3,440
0.01% 328
2022
Q1
$591K Hold
3,440
0.01% 276
2021
Q4
$573K Hold
3,440
0.01% 281
2021
Q3
$577K Hold
3,440
0.01% 273
2021
Q2
$527K Buy
+3,440
New +$527K 0.01% 287