Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11K Hold
115
﹤0.01% 540
2025
Q1
$12K Hold
115
﹤0.01% 523
2024
Q4
$9K Hold
115
﹤0.01% 506
2024
Q3
$9K Hold
115
﹤0.01% 511
2024
Q2
$11K Hold
115
﹤0.01% 474
2024
Q1
$12K Hold
115
﹤0.01% 455
2023
Q4
$10K Hold
115
﹤0.01% 518
2023
Q3
$9K Buy
+115
New +$9K ﹤0.01% 547
2022
Q1
Sell
-68
Closed -$15K 983
2021
Q4
$15K Sell
68
-300
-82% -$66.2K 0.01% 490
2021
Q3
$87K Buy
368
+17
+5% +$4.02K 0.03% 236
2021
Q2
$86K Buy
+351
New +$86K 0.03% 235