Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Hold
317
﹤0.01% 210
2025
Q1
$215K Buy
+317
New +$215K ﹤0.01% 226
2024
Q4
Sell
-305
Closed -$236K 236
2024
Q3
$236K Sell
305
-16
-5% -$12.4K ﹤0.01% 217
2024
Q2
$265K Sell
321
-258
-45% -$213K ﹤0.01% 209
2024
Q1
$404K Buy
579
+36
+7% +$25.1K 0.01% 190
2023
Q4
$316K Sell
543
-172
-24% -$100K ﹤0.01% 204
2023
Q3
$328K Hold
715
0.01% 194
2023
Q2
$347K Buy
+715
New +$347K 0.01% 190
2022
Q1
Sell
-485
Closed -$209K 230
2021
Q4
$209K Buy
+485
New +$209K ﹤0.01% 226