Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Buy
1,258
+915
+267% +$201K 0.18% 73
2025
Q1
$65.3K Hold
343
0.05% 113
2024
Q4
$75.3K Buy
343
+208
+154% +$45.6K 0.05% 107
2024
Q3
$25.2K Hold
135
0.02% 161
2024
Q2
$26.1K Hold
135
0.02% 166
2024
Q1
$24.4K Hold
135
0.02% 169
2023
Q4
$20.5K Buy
+135
New +$20.5K 0.02% 176
2021
Q1
Sell
-240
Closed -$39K 189
2020
Q4
$39K Buy
+240
New +$39K 0.03% 160