Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
2,722
0.09% 186
2025
Q1
$265K Buy
+2,722
New +$265K 0.11% 170
2024
Q4
Sell
-1,500
Closed -$148K 338
2024
Q3
$148K Hold
1,500
0.07% 203
2024
Q2
$154K Hold
1,500
0.07% 166
2024
Q1
$186K Hold
1,500
0.09% 145
2023
Q4
$146K Hold
1,500
0.08% 168
2023
Q3
$128K Hold
1,500
0.07% 170
2023
Q2
$125K Buy
1,500
+500
+50% +$41.8K 0.07% 183
2023
Q1
$110K Sell
1,000
-500
-33% -$54.9K 0.07% 205
2022
Q4
$99K Hold
1,500
0.06% 228
2022
Q3
$84K Buy
+1,500
New +$84K 0.05% 243