Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,649
Closed -$217K 255
2024
Q4
$217K Buy
6,649
+5
+0.1% +$163 0.04% 233
2024
Q3
$238K Buy
6,644
+5
+0.1% +$179 0.05% 216
2024
Q2
$233K Buy
6,639
+5
+0.1% +$175 0.05% 191
2024
Q1
$200K Buy
+6,634
New +$200K 0.05% 207
2023
Q3
Sell
-6,667
Closed -$205K 190
2023
Q2
$205K Buy
+6,667
New +$205K 0.06% 176
2022
Q1
Sell
-5,340
Closed -$201K 162
2021
Q4
$201K Buy
+5,340
New +$201K 0.06% 163