Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Hold
978
0.04% 104
2025
Q1
$222K Sell
978
-5
-0.5% -$1.13K 0.04% 103
2024
Q4
$202K Sell
983
-15
-2% -$3.08K 0.04% 104
2024
Q3
$242K Hold
998
0.05% 100
2024
Q2
$219K Hold
998
0.04% 95
2024
Q1
$224K Hold
998
0.05% 95
2023
Q4
$219K Buy
+998
New +$219K 0.05% 98
2020
Q3
Sell
-735
Closed -$113K 128
2020
Q2
$113K Buy
+735
New +$113K 0.07% 89
2020
Q1
Sell
-775
Closed -$118 170
2019
Q4
$118 Buy
+775
New +$118 0.06% 100