Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.3K Hold
10,000
0.01% 480
2025
Q1
$38.1K Hold
10,000
0.01% 454
2024
Q4
$43.6K Hold
10,000
0.01% 435
2024
Q3
$66.8K Hold
10,000
0.01% 379
2024
Q2
$41.6K Hold
10,000
0.01% 434
2024
Q1
$45K Hold
10,000
0.01% 423
2023
Q4
$90.7K Hold
10,000
0.02% 309
2023
Q3
$90.4K Hold
10,000
0.02% 299
2023
Q2
$96.9K Buy
10,000
+9,928
+13,789% +$96.2K 0.02% 288
2023
Q1
$757 Hold
72
﹤0.01% 973
2022
Q4
$702 Buy
+72
New +$702 ﹤0.01% 1053
2022
Q1
Sell
-100
Closed -$3.17K 966
2021
Q4
$3.17K Sell
100
-25
-20% -$792 ﹤0.01% 759
2021
Q3
$4.45K Hold
125
﹤0.01% 832
2021
Q2
$6.65K Hold
125
﹤0.01% 769
2021
Q1
$4.87K Hold
125
﹤0.01% 774
2020
Q4
$6.09K Buy
125
+25
+25% +$1.22K ﹤0.01% 709
2020
Q3
$2.12K Buy
+100
New +$2.12K ﹤0.01% 794
2020
Q1
Sell
-4,000
Closed -$16.1K 909
2019
Q4
$16.1K Buy
+4,000
New +$16.1K 0.01% 499