Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Hold
1,200
0.01% 187
2025
Q1
$87.4K Hold
1,200
0.01% 198
2024
Q4
$72.4K Hold
1,200
0.01% 225
2024
Q3
$90.2K Hold
1,200
0.01% 207
2024
Q2
$87.2K Hold
1,200
0.01% 203
2024
Q1
$92.4K Sell
1,200
-67
-5% -$5.16K 0.01% 203
2023
Q4
$78K Buy
1,267
+17
+1% +$1.05K 0.01% 217
2023
Q3
$57.5K Hold
1,250
0.01% 233
2023
Q2
$54K Sell
1,250
-283
-18% -$12.2K 0.01% 244
2023
Q1
$48.6K Sell
1,533
-750
-33% -$23.8K 0.01% 239
2022
Q4
$56.5K Buy
+2,283
New +$56.5K 0.01% 222
2022
Q1
Sell
-2,715
Closed -$114K 553
2021
Q4
$114K Hold
2,715
0.01% 166
2021
Q3
$122K Hold
2,715
0.01% 157
2021
Q2
$136K Buy
2,715
+1,064
+64% +$53.3K 0.01% 150
2021
Q1
$90K Buy
+1,651
New +$90K 0.01% 190