Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Hold
1,893
0.01% 169
2025
Q1
$128K Hold
1,893
0.01% 171
2024
Q4
$117K Hold
1,893
0.01% 177
2024
Q3
$123K Buy
1,893
+113
+6% +$7.36K 0.01% 184
2024
Q2
$95.6K Hold
1,780
0.01% 189
2024
Q1
$93.9K Hold
1,780
0.01% 180
2023
Q4
$74.7K Hold
1,780
0.01% 192
2023
Q3
$78.5K Hold
1,780
0.01% 173
2023
Q2
$77.5K Hold
1,780
0.01% 186
2023
Q1
$81.3K Hold
1,780
0.01% 183
2022
Q4
$73.8K Hold
1,780
0.01% 185
2022
Q3
$66K Buy
+1,780
New +$66K 0.01% 184
2022
Q2
Sell
-3,560
Closed -$204K 149
2022
Q1
$204K Buy
+3,560
New +$204K 0.03% 158
2021
Q4
Sell
-3,090
Closed -$215K 136
2021
Q3
$215K Buy
+3,090
New +$215K 0.03% 142