Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$738K Hold
7,500
0.01% 129
2025
Q1
$658K Hold
7,500
0.01% 135
2024
Q4
$671K Sell
7,500
-96
-1% -$8.59K 0.01% 138
2024
Q3
$608K Sell
7,596
-239
-3% -$19.1K 0.01% 137
2024
Q2
$535K Buy
7,835
+335
+4% +$22.9K 0.01% 133
2024
Q1
$452K Hold
7,500
0.01% 135
2023
Q4
$396K Hold
7,500
0.01% 142
2023
Q3
$400K Hold
7,500
0.01% 137
2023
Q2
$395K Hold
7,500
0.01% 135
2023
Q1
$369K Buy
+7,500
New +$369K 0.01% 133