Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Hold
1,886
﹤0.01% 1029
2025
Q1
$115K Sell
1,886
-1,169
-38% -$71.3K ﹤0.01% 1049
2024
Q4
$226K Hold
3,055
0.01% 961
2024
Q3
$300K Hold
3,055
0.01% 861
2024
Q2
$225K Hold
3,055
0.01% 908
2024
Q1
$240K Hold
3,055
0.01% 900
2023
Q4
$244K Buy
3,055
+528
+21% +$42.2K 0.01% 920
2023
Q3
$161K Buy
+2,527
New +$161K 0.01% 1049
2023
Q1
Sell
-1,362
Closed -$60K 1245
2022
Q4
$60K Hold
1,362
﹤0.01% 1112
2022
Q3
$57K Buy
1,362
+257
+23% +$10.8K ﹤0.01% 1145
2022
Q2
$59K Buy
+1,105
New +$59K ﹤0.01% 1107