Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Hold
5,000
0.01% 264
2025
Q1
$277K Hold
5,000
0.01% 253
2024
Q4
$241K Hold
5,000
0.01% 261
2024
Q3
$288K Hold
5,000
0.02% 231
2024
Q2
$243K Hold
5,000
0.02% 239
2024
Q1
$243K Hold
5,000
0.02% 243
2023
Q4
$249K Sell
5,000
-90
-2% -$4.48K 0.02% 235
2023
Q3
$273K Hold
5,090
0.03% 207
2023
Q2
$274K Buy
5,090
+90
+2% +$4.85K 0.03% 205
2023
Q1
$272K Sell
5,000
-413
-8% -$22.5K 0.03% 199
2022
Q4
$262K Hold
5,413
0.03% 197
2022
Q3
$206K Sell
5,413
-197
-4% -$7.5K 0.03% 205
2022
Q2
$281K Hold
5,610
0.05% 183
2022
Q1
$288K Hold
5,610
0.05% 182
2021
Q4
$281K Buy
+5,610
New +$281K 0.05% 170