Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$970 Hold
20
﹤0.01% 633
2025
Q1
$951 Hold
20
﹤0.01% 633
2024
Q4
$868 Hold
20
﹤0.01% 633
2024
Q3
$1.4K Hold
20
﹤0.01% 597
2024
Q2
$1.32K Hold
20
﹤0.01% 585
2024
Q1
$1.57K Hold
20
﹤0.01% 600
2023
Q4
$1.9K Buy
+20
New +$1.9K ﹤0.01% 544
2022
Q3
Sell
-12,559
Closed -$559K 191
2022
Q2
$559K Buy
12,559
+209
+2% +$9.3K 0.1% 149
2022
Q1
$732K Buy
12,350
+365
+3% +$21.6K 0.12% 146
2021
Q4
$699K Buy
11,985
+809
+7% +$47.2K 0.1% 165
2021
Q3
$771K Hold
11,176
0.12% 161
2021
Q2
$858K Hold
11,176
0.15% 116
2021
Q1
$807K Buy
+11,176
New +$807K 0.13% 147