Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Hold
4,060
0.01% 875
2025
Q1
$107K Hold
4,060
0.01% 702
2024
Q4
$104K Sell
4,060
-1
-0% -$26 0.01% 669
2024
Q3
$83.3K Hold
4,061
0.01% 542
2024
Q2
$68.1K Hold
4,061
0.01% 563
2024
Q1
$65.7K Hold
4,061
0.01% 450
2023
Q4
$61K Sell
4,061
-2,431
-37% -$36.5K 0.01% 439
2023
Q3
$125K Hold
6,492
0.02% 316
2023
Q2
$110K Hold
6,492
0.01% 332
2023
Q1
$125K Buy
6,492
+650
+11% +$12.5K 0.02% 316
2022
Q4
$85.6K Hold
5,842
0.01% 356
2022
Q3
$82K Hold
5,842
0.01% 342
2022
Q2
$99K Hold
5,842
0.02% 317
2022
Q1
$111K Hold
5,842
0.01% 325
2021
Q4
$104K Hold
5,842
0.01% 336
2021
Q3
$111K Buy
5,842
+443
+8% +$8.42K 0.02% 307
2021
Q2
$116K Buy
+5,399
New +$116K 0.02% 308
2020
Q4
$102K Hold
5,644
0.02% 295
2020
Q3
$68K Buy
5,644
+500
+10% +$6.02K 0.01% 325
2020
Q2
$58K Buy
5,144
+4,644
+929% +$52.4K 0.01% 339
2020
Q1
$5K Buy
+500
New +$5K ﹤0.01% 574