Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8K Buy
286
+65
+29% +$1.82K 0.01% 464
2025
Q1
$6.07K Hold
221
﹤0.01% 506
2024
Q4
$7.42K Hold
221
﹤0.01% 473
2024
Q3
$6.98K Hold
221
﹤0.01% 511
2024
Q2
$6.95K Buy
221
+32
+17% +$1.01K 0.01% 373
2024
Q1
$7.07K Hold
189
0.01% 340
2023
Q4
$6.36K Hold
189
0.01% 347
2023
Q3
$6.01K Hold
189
﹤0.01% 415
2023
Q2
$5.69K Buy
+189
New +$5.69K ﹤0.01% 427
2022
Q4
Sell
-820
Closed -$28K 903
2022
Q3
$28K Buy
820
+273
+50% +$9.32K 0.02% 330
2022
Q2
$17K Sell
547
-9
-2% -$280 0.01% 434
2022
Q1
$23K Hold
556
0.02% 398
2021
Q4
$31K Sell
556
-104
-16% -$5.8K 0.02% 350
2021
Q3
$47K Hold
660
0.03% 285
2021
Q2
$39K Sell
660
-13,174
-95% -$778K 0.03% 314
2021
Q1
$923K Buy
13,834
+2,958
+27% +$197K 0.72% 43
2020
Q4
$787K Buy
+10,876
New +$787K 0.66% 44