Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
44,319
+128
+0.3% +$308 ﹤0.01% 268
2025
Q1
$101K Hold
44,191
﹤0.01% 254
2024
Q4
$81.8K Hold
44,191
﹤0.01% 257
2024
Q3
$108K Hold
44,191
﹤0.01% 261
2024
Q2
$90.6K Buy
44,191
+26,396
+148% +$54.1K ﹤0.01% 256
2024
Q1
$44.1K Buy
17,795
+2,979
+20% +$7.39K ﹤0.01% 232
2023
Q4
$41.5K Hold
14,816
﹤0.01% 225
2023
Q3
$38.2K Hold
14,816
﹤0.01% 208
2023
Q2
$47.1K Hold
14,816
﹤0.01% 211
2023
Q1
$41.8K Hold
14,816
﹤0.01% 209
2022
Q4
$40.3K Hold
14,816
﹤0.01% 212
2022
Q3
$42K Hold
14,816
﹤0.01% 175
2022
Q2
$37K Buy
+14,816
New +$37K ﹤0.01% 198