Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,796
Closed -$31K 457
2025
Q1
$31K Hold
8,796
﹤0.01% 429
2024
Q4
$57K Hold
8,796
﹤0.01% 414
2024
Q3
$22K Hold
8,796
﹤0.01% 434
2024
Q2
$23K Hold
8,796
﹤0.01% 411
2024
Q1
$30K Hold
8,796
﹤0.01% 421
2023
Q4
$37K Buy
8,796
+1,000
+13% +$4.21K ﹤0.01% 416
2023
Q3
$17K Hold
7,796
﹤0.01% 411
2023
Q2
$17K Buy
7,796
+296
+4% +$645 ﹤0.01% 411
2023
Q1
$22K Hold
7,500
﹤0.01% 406
2022
Q4
$17K Buy
7,500
+3,300
+79% +$7.48K ﹤0.01% 415
2022
Q3
$17K Hold
4,200
﹤0.01% 408
2022
Q2
$21K Hold
4,200
﹤0.01% 420
2022
Q1
$21K Hold
4,200
﹤0.01% 433
2021
Q4
$22K Buy
+4,200
New +$22K ﹤0.01% 441
2021
Q1
Sell
-1,297
Closed -$6K 425
2020
Q4
$6K Hold
1,297
﹤0.01% 408
2020
Q3
$5K Buy
+1,297
New +$5K ﹤0.01% 354