Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$135K Hold
4,000
0.65% 61
2024
Q4
$118K Sell
4,000
-20
-0.5% -$591 0.56% 67
2024
Q3
$126K Hold
4,020
0.63% 60
2024
Q2
$145K Hold
4,020
0.78% 51
2024
Q1
$151K Hold
4,020
0.82% 47
2023
Q4
$142K Hold
4,020
0.8% 49
2023
Q3
$156K Hold
4,020
0.99% 39
2023
Q2
$142K Hold
4,020
0.84% 46
2023
Q1
$153K Hold
4,020
0.94% 41
2022
Q4
$140K Hold
4,020
0.8% 49
2022
Q3
$115K Buy
+4,020
New +$115K 0.8% 49