Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
+34,988
New +$1.34M 0.56% 56
2025
Q1
Sell
-48
Closed -$1.62K 760
2024
Q4
$1.62K Hold
48
﹤0.01% 854
2024
Q3
$1.96K Hold
48
﹤0.01% 819
2024
Q2
$1.85K Hold
48
﹤0.01% 792
2024
Q1
$2.06K Sell
48
-16
-25% -$686 ﹤0.01% 763
2023
Q4
$2.36K Hold
64
﹤0.01% 849
2023
Q3
$2.3K Buy
64
+16
+33% +$576 ﹤0.01% 765
2023
Q2
$1.71K Buy
+48
New +$1.71K ﹤0.01% 742
2022
Q4
Sell
-174
Closed -$5K 821
2022
Q3
$5K Sell
174
-112
-39% -$3.22K ﹤0.01% 482
2022
Q2
$16K Hold
286
0.01% 307
2022
Q1
$16K Sell
286
-8
-3% -$448 0.01% 311
2021
Q4
$16K Buy
+294
New +$16K 0.02% 173