Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66.6K Buy
14,000
+2,000
+17% +$9.52K 0.01% 368
2025
Q1
$82.3K Hold
12,000
0.01% 351
2024
Q4
$161K Hold
12,000
0.01% 343
2024
Q3
$147K Hold
12,000
0.01% 338
2024
Q2
$117K Hold
12,000
0.01% 328
2024
Q1
$74.9K Hold
12,000
0.01% 333
2023
Q4
$92.8K Hold
12,000
0.01% 326
2023
Q3
$91.8K Hold
12,000
0.01% 309
2023
Q2
$130K Hold
12,000
0.02% 328
2023
Q1
$113K Buy
12,000
+2,000
+20% +$18.9K 0.01% 324
2022
Q4
$109K Hold
10,000
0.01% 321
2022
Q3
$202K Hold
10,000
0.03% 288
2022
Q2
$223K Hold
10,000
0.05% 201
2022
Q1
$173K Hold
10,000
0.02% 313
2021
Q4
$188K Hold
10,000
0.02% 305
2021
Q3
$182K Hold
10,000
0.02% 298
2021
Q2
$213K Hold
10,000
0.05% 211
2021
Q1
$197K Hold
10,000
0.05% 202
2020
Q4
$104K Hold
10,000
0.03% 210
2020
Q3
$58K Buy
+10,000
New +$58K 0.02% 194