Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Hold
1,840
0.01% 230
2025
Q1
$176K Hold
1,840
0.01% 240
2024
Q4
$196K Hold
1,840
0.01% 235
2024
Q3
$147K Hold
1,840
0.01% 270
2024
Q2
$122K Sell
1,840
-280
-13% -$18.5K 0.01% 281
2024
Q1
$164K Buy
2,120
+280
+15% +$21.6K 0.01% 249
2023
Q4
$143K Hold
1,840
0.01% 258
2023
Q3
$100K Hold
1,840
0.01% 289
2023
Q2
$119K Hold
1,840
0.01% 265
2023
Q1
$88.2K Hold
1,840
0.01% 298
2022
Q4
$63.9K Hold
1,840
0.01% 320
2022
Q3
$50K Hold
1,840
0.01% 343
2022
Q2
$57K Hold
1,840
0.01% 301
2022
Q1
$124K Buy
+1,840
New +$124K 0.01% 238
2021
Q4
Sell
-1,300
Closed -$176K 570
2021
Q3
$176K Buy
1,300
+1,000
+333% +$135K 0.02% 196
2021
Q2
$44K Hold
300
﹤0.01% 306
2021
Q1
$33K Hold
300
﹤0.01% 316
2020
Q4
$34K Buy
+300
New +$34K ﹤0.01% 282