Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79K Buy
12,600
+1,200
+11% +$7.52K ﹤0.01% 1117
2025
Q1
$55K Sell
11,400
-1,200
-10% -$5.79K ﹤0.01% 1085
2024
Q4
$78K Hold
12,600
﹤0.01% 1099
2024
Q3
$64K Hold
12,600
﹤0.01% 1071
2024
Q2
$80K Hold
12,600
﹤0.01% 1154
2024
Q1
$81K Hold
12,600
﹤0.01% 1189
2023
Q4
$105K Hold
12,600
﹤0.01% 1037
2023
Q3
$77K Hold
12,600
﹤0.01% 1016
2023
Q2
$94K Hold
12,600
﹤0.01% 1010
2023
Q1
$96K Hold
12,600
﹤0.01% 1014
2022
Q4
$114K Sell
12,600
-2,200
-15% -$19.9K 0.01% 980
2022
Q3
$109K Hold
14,800
0.01% 968
2022
Q2
$144K Hold
14,800
0.01% 973
2022
Q1
$171K Buy
14,800
+1,200
+9% +$13.9K 0.01% 1010
2021
Q4
$136K Hold
13,600
0.01% 1102
2021
Q3
$139K Buy
13,600
+1,200
+10% +$12.3K 0.01% 1109
2021
Q2
$142K Buy
+12,400
New +$142K 0.01% 1102