Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$37K Sell
46
-1,197
-96% -$963K 0.01% 194
2025
Q1
$824K Sell
1,243
-1
-0.1% -$663 0.13% 60
2024
Q4
$862K Hold
1,244
0.14% 60
2024
Q3
$1.04M Hold
1,244
0.16% 47
2024
Q2
$1.27M Buy
1,244
+2
+0.2% +$2.05K 0.21% 44
2024
Q1
$1.21M Buy
1,242
+1,241
+124,100% +$1.2M 0.21% 46
2023
Q4
$1K Hold
1
﹤0.01% 295
2023
Q3
$1K Hold
1
﹤0.01% 264
2023
Q2
$1K Hold
1
﹤0.01% 264
2023
Q1
$1K Hold
1
﹤0.01% 270
2022
Q4
$1K Hold
1
﹤0.01% 297
2022
Q3
$0 Hold
1
﹤0.01% 315
2022
Q2
$0 Hold
1
﹤0.01% 320
2022
Q1
$1K Hold
1
﹤0.01% 351
2021
Q4
$1K Buy
+1
New +$1K ﹤0.01% 320