Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.17K Hold
611
﹤0.01% 2867
2025
Q1
$4.98K Sell
611
-1,500
-71% -$12.2K ﹤0.01% 2826
2024
Q4
$14.6K Hold
2,111
﹤0.01% 2273
2024
Q3
$15.3K Buy
2,111
+50
+2% +$362 ﹤0.01% 2184
2024
Q2
$15.7K Buy
2,061
+1
+0% +$8 ﹤0.01% 2069
2024
Q1
$13.8K Hold
2,060
﹤0.01% 2105
2023
Q4
$14K Hold
2,060
﹤0.01% 2021
2023
Q3
$12.4K Buy
2,060
+1,500
+268% +$9K ﹤0.01% 1950
2023
Q2
$3.38K Hold
560
﹤0.01% 2398
2023
Q1
$4.05K Buy
+560
New +$4.05K ﹤0.01% 2353
2021
Q4
Sell
-4,406
Closed -$36K 2618
2021
Q3
$36K Buy
4,406
+1
+0% +$8 ﹤0.01% 1963
2021
Q2
$48K Sell
4,405
-2,050
-32% -$22.3K ﹤0.01% 1839
2021
Q1
$54K Buy
+6,455
New +$54K ﹤0.01% 1649