Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
809
+25
+3% +$8.26K 0.01% 167
2025
Q1
$258K Buy
784
+55
+8% +$18.1K 0.01% 164
2024
Q4
$201K Hold
729
0.01% 180
2024
Q3
$253K Hold
729
0.01% 162
2024
Q2
$241K Hold
729
0.01% 167
2024
Q1
$265K Sell
729
-2
-0.3% -$726 0.01% 160
2023
Q4
$219K Buy
731
+2
+0.3% +$599 0.01% 164
2023
Q3
$209K Hold
729
0.01% 169
2023
Q2
$205K Buy
+729
New +$205K 0.01% 162
2023
Q1
Sell
-729
Closed -$242K 160
2022
Q4
$242K Hold
729
0.01% 156
2022
Q3
$202K Buy
+729
New +$202K 0.01% 147