Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.3K Hold
5,000
0.03% 85
2025
Q1
$50.2K Hold
5,000
0.03% 85
2024
Q4
$49.5K Hold
5,000
0.03% 85
2024
Q3
$52.8K Buy
+5,000
New +$52.8K 0.03% 86
2024
Q2
Sell
-5,000
Closed -$55.2K 110
2024
Q1
$55.2K Hold
5,000
0.03% 93
2023
Q4
$61K Hold
5,000
0.04% 99
2023
Q3
$62.1K Sell
5,000
-600
-11% -$7.45K 0.04% 92
2023
Q2
$84.7K Sell
5,600
-4,138
-42% -$62.6K 0.06% 86
2023
Q1
$116K Buy
+9,738
New +$116K 0.07% 108