Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Hold
14,745
﹤0.01% 576
2025
Q1
$236K Hold
14,745
﹤0.01% 543
2024
Q4
$238K Hold
14,745
﹤0.01% 516
2024
Q3
$200K Hold
14,745
﹤0.01% 573
2024
Q2
$194K Hold
14,745
﹤0.01% 624
2024
Q1
$181K Hold
14,745
﹤0.01% 547
2023
Q4
$181K Hold
14,745
﹤0.01% 547
2023
Q3
$155K Hold
14,745
﹤0.01% 519
2023
Q2
$155K Hold
14,745
﹤0.01% 557
2023
Q1
$154K Hold
14,745
﹤0.01% 503
2022
Q4
$166K Hold
14,745
﹤0.01% 468
2022
Q3
$141K Buy
+14,745
New +$141K ﹤0.01% 461
2022
Q2
Sell
-14,764
Closed -$147K 454
2022
Q1
$147K Buy
+14,764
New +$147K ﹤0.01% 440