Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Hold
11,956
0.03% 142
2025
Q1
$264K Hold
11,956
0.02% 189
2024
Q4
$499K Hold
11,956
0.03% 150
2024
Q3
$104K Hold
11,956
0.01% 231
2024
Q2
$84.1K Hold
11,956
0.01% 209
2024
Q1
$119K Hold
11,956
0.01% 242
2023
Q4
$148K Hold
11,956
0.02% 180
2023
Q3
$178K Buy
+11,956
New +$178K 0.02% 182
2023
Q2
Sell
-15,673
Closed -$96.4K 162
2023
Q1
$96.4K Buy
+15,673
New +$96.4K 0.01% 159