Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.9K Hold
300
0.03% 128
2025
Q1
$90.6K Hold
300
0.04% 120
2024
Q4
$82.9K Buy
+300
New +$82.9K 0.03% 133
2023
Q4
Sell
-1,702
Closed -$354K 96
2023
Q3
$354K Buy
1,702
+10
+0.6% +$2.08K 0.12% 113
2023
Q2
$326K Sell
1,692
-82
-5% -$15.8K 0.1% 122
2023
Q1
$347K Buy
+1,774
New +$347K 0.07% 132
2019
Q2
Sell
-82
Closed -$11K 126
2019
Q1
$11K Hold
82
0.01% 258
2018
Q4
$11K Buy
+82
New +$11K 0.01% 222