Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
20,000
-15,000
-43% -$88.2K 0.01% 552
2025
Q1
$428K Hold
35,000
0.03% 395
2024
Q4
$443K Sell
35,000
-4,641
-12% -$58.8K 0.02% 400
2024
Q3
$349K Hold
39,641
0.02% 476
2024
Q2
$475K Hold
39,641
0.03% 389
2024
Q1
$722K Hold
39,641
0.04% 340
2023
Q4
$1.25M Hold
39,641
0.08% 247
2023
Q3
$601K Hold
39,641
0.04% 323
2023
Q2
$612K Hold
39,641
0.04% 332
2023
Q1
$369K Hold
39,641
0.03% 383
2022
Q4
$727K Hold
39,641
0.05% 281
2022
Q3
$370K Buy
+39,641
New +$370K 0.03% 370