Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.2K Hold
5,900
0.01% 438
2025
Q1
$22.5K Hold
5,900
0.01% 416
2024
Q4
$25.7K Sell
5,900
-225
-4% -$981 0.01% 396
2024
Q3
$40.9K Hold
6,125
0.02% 342
2024
Q2
$25.5K Buy
+6,125
New +$25.5K 0.01% 415
2023
Q3
Sell
-6,125
Closed -$59.4K 546
2023
Q2
$59.4K Hold
6,125
0.03% 304
2023
Q1
$64.4K Buy
+6,125
New +$64.4K 0.04% 303
2021
Q4
Sell
-6,125
Closed -$218K 197
2021
Q3
$218K Buy
6,125
+1,900
+45% +$67.6K 0.15% 171
2021
Q2
$225K Buy
+4,225
New +$225K 0.14% 170