Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Hold
2,859
0.01% 431
2025
Q1
$321K Sell
2,859
-388
-12% -$43.6K 0.01% 403
2024
Q4
$363K Sell
3,247
-100
-3% -$11.2K 0.02% 378
2024
Q3
$466K Hold
3,347
0.02% 345
2024
Q2
$393K Hold
3,347
0.02% 357
2024
Q1
$436K Hold
3,347
0.02% 279
2023
Q4
$416K Hold
3,347
0.03% 273
2023
Q3
$353K Hold
3,347
0.02% 279
2023
Q2
$376K Buy
3,347
+125
+4% +$14.1K 0.03% 272
2023
Q1
$346K Sell
3,222
-943
-23% -$101K 0.05% 223
2022
Q4
$462K Buy
+4,165
New +$462K 0.08% 154