Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Hold
4,460
0.01% 503
2025
Q1
$472K Hold
4,460
0.02% 438
2024
Q4
$498K Hold
4,460
0.02% 428
2024
Q3
$570K Hold
4,460
0.02% 413
2024
Q2
$468K Hold
4,460
0.02% 422
2024
Q1
$468K Hold
4,460
0.02% 426
2023
Q4
$488K Sell
4,460
-254
-5% -$27.8K 0.03% 262
2023
Q3
$522K Hold
4,714
0.02% 391
2023
Q2
$560K Hold
4,714
0.02% 386
2023
Q1
$628K Hold
4,714
0.03% 367
2022
Q4
$661K Buy
4,714
+1,600
+51% +$224K 0.03% 344
2022
Q3
$375K Buy
3,114
+200
+7% +$24.1K 0.03% 273
2022
Q2
$415K Sell
2,914
-29
-1% -$4.13K 0.02% 425
2022
Q1
$513K Buy
2,943
+1,484
+102% +$259K 0.02% 413
2021
Q4
$293K Hold
1,459
0.01% 508
2021
Q3
$252K Buy
1,459
+99
+7% +$17.1K 0.01% 536
2021
Q2
$210K Buy
+1,360
New +$210K 0.01% 578
2020
Q3
$204K Buy
+1,625
New +$204K 0.01% 492