Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Hold
2,249
0.03% 367
2025
Q1
$250K Hold
2,249
0.04% 320
2024
Q4
$233K Hold
2,249
0.04% 312
2024
Q3
$251K Hold
2,249
0.04% 319
2024
Q2
$201K Sell
2,249
-5,009
-69% -$447K 0.04% 301
2024
Q1
$623K Buy
7,258
+9
+0.1% +$773 0.13% 154
2023
Q4
$598K Hold
7,249
0.13% 158
2023
Q3
$556K Sell
7,249
-200
-3% -$15.4K 0.14% 159
2023
Q2
$520K Sell
7,449
-39
-0.5% -$2.72K 0.12% 164
2023
Q1
$483K Hold
7,488
0.12% 171
2022
Q4
$539K Sell
7,488
-670
-8% -$48.2K 0.13% 161
2022
Q3
$459K Buy
8,158
+250
+3% +$14.1K 0.12% 173
2022
Q2
$438K Buy
+7,908
New +$438K 0.11% 180