Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
25,681
+1,875
+8% +$72K 0.01% 1130
2025
Q1
$922K Hold
23,806
0.01% 1152
2024
Q4
$805K Sell
23,806
-7,509
-24% -$254K 0.01% 1274
2024
Q3
$1.28M Sell
31,315
-1,931
-6% -$78.9K 0.01% 1025
2024
Q2
$1.28M Sell
33,246
-3,010
-8% -$116K 0.01% 990
2024
Q1
$1.55M Hold
36,256
0.02% 943
2023
Q4
$1.34M Buy
36,256
+2,555
+8% +$94.7K 0.02% 1059
2023
Q3
$1.22M Sell
33,701
-525
-2% -$19K 0.02% 1033
2023
Q2
$1.22M Buy
34,226
+79
+0.2% +$2.82K 0.01% 1051
2023
Q1
$1.21M Buy
34,147
+160
+0.5% +$5.69K 0.02% 1050
2022
Q4
$1.19M Hold
33,987
0.02% 1075
2022
Q3
$1M Buy
33,987
+909
+3% +$26.7K 0.01% 1188
2022
Q2
$1.8M Buy
33,078
+1,900
+6% +$103K 0.02% 888
2022
Q1
$1.7M Hold
31,178
0.02% 1051
2021
Q4
$1.72M Buy
+31,178
New +$1.72M 0.02% 1088