Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Hold
1,260
0.07% 73
2025
Q1
$483K Buy
+1,260
New +$483K 0.09% 68
2024
Q4
Sell
-1,260
Closed -$652K 122
2024
Q3
$652K Sell
1,260
-72
-5% -$37.3K 0.11% 55
2024
Q2
$740K Buy
1,332
+1,260
+1,750% +$700K 0.14% 58
2024
Q1
$36.3K Buy
+72
New +$36.3K 0.01% 134
2023
Q3
Sell
-21
Closed -$10.3K 172
2023
Q2
$10.3K Sell
21
-8
-28% -$3.91K 0.01% 140
2023
Q1
$11.2K Hold
29
0.01% 95
2022
Q4
$10K Hold
29
0.01% 96
2022
Q3
$8K Buy
+29
New +$8K 0.01% 93
2021
Q4
Sell
-300
Closed -$173K 73
2021
Q3
$173K Hold
300
0.14% 19
2021
Q2
$176K Buy
+300
New +$176K 0.18% 17