Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Hold
1,913
0.01% 396
2025
Q1
$96.4K Hold
1,913
0.01% 396
2024
Q4
$86.9K Hold
1,913
0.01% 415
2024
Q3
$90.8K Hold
1,913
0.01% 392
2024
Q2
$87.8K Hold
1,913
0.02% 377
2024
Q1
$82.8K Hold
1,913
0.01% 396
2023
Q4
$75.9K Buy
+1,913
New +$75.9K 0.01% 378
2023
Q3
Sell
-1,836
Closed -$61.4K 785
2023
Q2
$61.4K Buy
1,836
+36
+2% +$1.2K 0.01% 397
2023
Q1
$58.4K Hold
1,800
0.01% 414
2022
Q4
$49.9K Buy
+1,800
New +$49.9K 0.01% 420