Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-17,823
Closed -$135K 144
2024
Q4
$135K Hold
17,823
0.05% 131
2024
Q3
$105K Hold
17,823
0.04% 130
2024
Q2
$108K Hold
17,823
0.04% 123
2024
Q1
$138K Hold
17,823
0.06% 118
2023
Q4
$53.1K Hold
17,823
0.02% 127
2023
Q3
$31.7K Hold
17,823
0.01% 125
2023
Q2
$33.2K Hold
17,823
0.01% 128
2023
Q1
$35.3K Hold
17,823
0.02% 128
2022
Q4
$43.3K Hold
17,823
0.02% 125
2022
Q3
$49K Hold
17,823
0.03% 113
2022
Q2
$111K Hold
17,823
0.05% 119
2022
Q1
$111K Hold
17,823
0.05% 119
2021
Q4
$118K Hold
17,823
0.05% 122
2021
Q3
$114K Hold
17,823
0.05% 116
2021
Q2
$132K Hold
17,823
0.06% 118
2021
Q1
$98K Hold
17,823
0.05% 110
2020
Q4
$98K Hold
17,823
0.06% 106
2020
Q3
$72K Buy
+17,823
New +$72K 0.05% 96
2020
Q2
Sell
-17,823
Closed -$117K 95
2020
Q1
$117K Buy
+17,823
New +$117K 0.08% 82
2018
Q4
$186K Buy
+17,823
New +$186K 0.13% 86