Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Hold
583
0.01% 242
2025
Q1
$358K Buy
583
+27
+5% +$16.6K 0.01% 263
2024
Q4
$349K Buy
556
+11
+2% +$6.91K 0.01% 265
2024
Q3
$338K Buy
545
+10
+2% +$6.21K 0.01% 273
2024
Q2
$352K Sell
535
-232
-30% -$152K 0.01% 266
2024
Q1
$499K Sell
767
-454
-37% -$295K 0.02% 242
2023
Q4
$763K Buy
+1,221
New +$763K 0.03% 187
2022
Q1
Sell
-396
Closed -$255K 358
2021
Q4
$255K Buy
396
+15
+4% +$9.66K 0.01% 318
2021
Q3
$206K Buy
+381
New +$206K 0.01% 347