Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$698K Hold
3,600
0.01% 967
2025
Q1
$423K Hold
3,600
﹤0.01% 925
2024
Q4
$496K Sell
3,600
-1,400
-28% -$193K ﹤0.01% 905
2024
Q3
$593K Hold
5,000
﹤0.01% 873
2024
Q2
$430K Hold
5,000
﹤0.01% 911
2024
Q1
$348K Buy
+5,000
New +$348K ﹤0.01% 932
2023
Q1
Sell
-10,000
Closed -$232K 1174
2022
Q4
$232K Hold
10,000
﹤0.01% 1053
2022
Q3
$210K Hold
10,000
﹤0.01% 1143
2022
Q2
$229K Buy
+10,000
New +$229K ﹤0.01% 1170