Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Hold
2,600
0.51% 48
2025
Q1
$1.21M Hold
2,600
0.58% 47
2024
Q4
$1.09M Sell
2,600
-19
-0.7% -$7.96K 0.51% 49
2024
Q3
$1.25M Hold
2,619
0.57% 47
2024
Q2
$1.15M Sell
2,619
-200
-7% -$87.8K 0.56% 48
2024
Q1
$1.31M Hold
2,819
0.67% 41
2023
Q4
$1.16M Hold
2,819
0.69% 38
2023
Q3
$1.05M Hold
2,819
0.73% 37
2023
Q2
$1.07M Sell
2,819
-200
-7% -$76.2K 0.72% 35
2023
Q1
$1.07M Hold
3,019
0.7% 36
2022
Q4
$985K Buy
+3,019
New +$985K 0.56% 52