Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.5K Hold
628
﹤0.01% 1096
2025
Q1
$25.8K Hold
628
﹤0.01% 1054
2024
Q4
$21.8K Hold
628
﹤0.01% 1088
2024
Q3
$25.1K Hold
628
﹤0.01% 1056
2024
Q2
$16.2K Hold
628
﹤0.01% 1142
2024
Q1
$17.2K Hold
628
﹤0.01% 1166
2023
Q4
$18.1K Hold
628
﹤0.01% 1118
2023
Q3
$18.3K Hold
628
﹤0.01% 1132
2023
Q2
$21.4K Hold
628
﹤0.01% 1109
2023
Q1
$27.6K Sell
628
-5,679
-90% -$249K ﹤0.01% 1084
2022
Q4
$354K Hold
6,307
0.01% 526
2022
Q3
$317K Hold
6,307
0.01% 531
2022
Q2
$405K Buy
6,307
+2,973
+89% +$191K 0.01% 500
2022
Q1
$193K Sell
3,334
-2,407
-42% -$139K ﹤0.01% 683
2021
Q4
$402K Buy
5,741
+3,227
+128% +$226K 0.01% 530
2021
Q3
$182K Buy
2,514
+1,760
+233% +$127K ﹤0.01% 661
2021
Q2
$60K Hold
754
﹤0.01% 914
2021
Q1
$64K Hold
754
﹤0.01% 875
2020
Q4
$66K Buy
754
+38
+5% +$3.33K ﹤0.01% 794
2020
Q3
$56K Sell
716
-1,184
-62% -$92.6K ﹤0.01% 807
2020
Q2
$114K Hold
1,900
﹤0.01% 652
2020
Q1
$77K Hold
1,900
﹤0.01% 714
2019
Q4
$67K Sell
1,900
-300
-14% -$10.6K ﹤0.01% 781
2019
Q3
$62K Buy
+2,200
New +$62K ﹤0.01% 785