Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
3,750
-102
-3% -$8.66K 0.01% 236
2025
Q1
$279K Hold
3,852
0.01% 252
2024
Q4
$269K Hold
3,852
0.02% 248
2024
Q3
$398K Hold
3,852
0.03% 210
2024
Q2
$447K Hold
3,852
0.03% 196
2024
Q1
$442K Hold
3,852
0.03% 198
2023
Q4
$434K Buy
3,852
+102
+3% +$11.5K 0.04% 190
2023
Q3
$358K Hold
3,750
0.04% 189
2023
Q2
$383K Hold
3,750
0.04% 181
2023
Q1
$381K Hold
3,750
0.04% 173
2022
Q4
$340K Hold
3,750
0.04% 180
2022
Q3
$298K Hold
3,750
0.04% 177
2022
Q2
$354K Sell
3,750
-3,751
-50% -$354K 0.06% 159
2022
Q1
$1.05M Buy
7,501
+3,750
+100% +$526K 0.18% 79
2021
Q4
$587K Buy
+3,751
New +$587K 0.1% 108