Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.5K Hold
710
0.05% 113
2025
Q1
$70.9K Hold
710
0.05% 111
2024
Q4
$77.5K Hold
710
0.06% 106
2024
Q3
$81.8K Sell
710
-4,515
-86% -$520K 0.05% 117
2024
Q2
$521K Hold
5,225
0.37% 55
2024
Q1
$577K Buy
5,225
+50
+1% +$5.52K 0.4% 47
2023
Q4
$556K Buy
5,175
+36
+0.7% +$3.87K 0.41% 52
2023
Q3
$508K Hold
5,139
0.4% 52
2023
Q2
$542K Buy
5,139
+190
+4% +$20K 0.4% 51
2023
Q1
$476K Buy
4,949
+4,275
+634% +$411K 0.36% 56
2022
Q4
$58K Hold
674
0.04% 117
2022
Q3
$51K Hold
674
0.04% 111
2022
Q2
$54K Hold
674
0.04% 130
2022
Q1
$54K Hold
674
0.03% 139
2021
Q4
$60K Buy
+674
New +$60K 0.03% 130