Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Hold
16,951
﹤0.01% 3904
2025
Q1
$62.4K Hold
16,951
﹤0.01% 4059
2024
Q4
$75.4K Hold
16,951
﹤0.01% 4049
2024
Q3
$76.1K Hold
16,951
﹤0.01% 4032
2024
Q2
$69.8K Hold
16,951
﹤0.01% 4086
2024
Q1
$73.1K Hold
16,951
﹤0.01% 4091
2023
Q4
$89.5K Hold
16,951
﹤0.01% 4072
2023
Q3
$75.9K Sell
16,951
-3
-0% -$13 ﹤0.01% 4179
2023
Q2
$80.7K Sell
16,954
-27,008
-61% -$129K ﹤0.01% 4288
2023
Q1
$200K Buy
43,962
+3,017
+7% +$13.7K ﹤0.01% 4084
2022
Q4
$320K Buy
40,945
+6,918
+20% +$54.1K ﹤0.01% 3925
2022
Q3
$510K Buy
34,027
+4,585
+16% +$68.7K ﹤0.01% 3769
2022
Q2
$701K Buy
29,442
+11,810
+67% +$281K ﹤0.01% 3713
2022
Q1
$1.1M Buy
17,632
+861
+5% +$53.6K ﹤0.01% 3775
2021
Q4
$627K Buy
16,771
+1,035
+7% +$38.7K ﹤0.01% 3937
2021
Q3
$1.23M Buy
+15,736
New +$1.23M ﹤0.01% 3738