Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549 Hold
160
﹤0.01% 881
2025
Q1
$610 Hold
160
﹤0.01% 910
2024
Q4
$698 Hold
160
﹤0.01% 892
2024
Q3
$1.07K Hold
160
﹤0.01% 906
2024
Q2
$666 Sell
160
-400
-71% -$1.67K ﹤0.01% 1004
2024
Q1
$2.52K Hold
560
﹤0.01% 891
2023
Q4
$5.08K Hold
560
﹤0.01% 825
2023
Q3
$5.06K Hold
560
﹤0.01% 828
2023
Q2
$5.43K Hold
560
﹤0.01% 847
2023
Q1
$5.89K Hold
560
﹤0.01% 858
2022
Q4
$5.46K Hold
560
﹤0.01% 864
2022
Q3
$9K Sell
560
-2
-0.4% -$32 ﹤0.01% 767
2022
Q2
$12K Hold
562
﹤0.01% 734
2022
Q1
$12K Buy
562
+10
+2% +$214 ﹤0.01% 738
2021
Q4
$17K Buy
552
+2
+0.4% +$62 0.01% 690
2021
Q3
$20K Buy
550
+400
+267% +$14.5K 0.01% 676
2021
Q2
$8K Hold
150
﹤0.01% 813
2021
Q1
$6K Hold
150
﹤0.01% 837
2020
Q4
$7K Hold
150
﹤0.01% 900
2020
Q3
$3K Buy
+150
New +$3K ﹤0.01% 975