Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-485
Closed -$119K 791
2024
Q4
$119K Hold
485
0.08% 176
2024
Q3
$111K Hold
485
0.04% 262
2024
Q2
$97.8K Sell
485
-12
-2% -$2.42K 0.06% 222
2024
Q1
$96.9K Hold
497
0.06% 217
2023
Q4
$76.8K Hold
497
0.05% 244
2023
Q3
$64.3K Buy
497
+35
+8% +$4.53K 0.03% 355
2023
Q2
$63.2K Hold
462
0.04% 324
2023
Q1
$58.5K Hold
462
0.03% 348
2022
Q4
$47.7K Hold
462
0.03% 390
2022
Q3
$38K Buy
462
+187
+68% +$15.4K 0.02% 397
2022
Q2
$24.9K Buy
+275
New +$24.9K 0.02% 514