Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,834
Closed -$236K 1190
2024
Q4
$236K Hold
3,834
0.01% 943
2024
Q3
$246K Hold
3,834
0.01% 915
2024
Q2
$276K Hold
3,834
0.01% 849
2024
Q1
$270K Hold
3,834
0.01% 862
2023
Q4
$309K Buy
3,834
+411
+12% +$33.1K 0.01% 829
2023
Q3
$270K Buy
+3,423
New +$270K 0.01% 869
2022
Q3
Sell
-1,585
Closed -$102K 1374
2022
Q2
$102K Hold
1,585
﹤0.01% 1043
2022
Q1
$138K Buy
1,585
+387
+32% +$33.7K ﹤0.01% 1021
2021
Q4
$132K Sell
1,198
-135
-10% -$14.9K ﹤0.01% 977
2021
Q3
$121K Hold
1,333
﹤0.01% 968
2021
Q2
$106K Hold
1,333
﹤0.01% 1024
2021
Q1
$106K Hold
1,333
﹤0.01% 926
2020
Q4
$94K Hold
1,333
﹤0.01% 862
2020
Q3
$75K Hold
1,333
﹤0.01% 800
2020
Q2
$68K Buy
+1,333
New +$68K ﹤0.01% 749