Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
4,054
+428
+12% +$30.1K 0.06% 59
2025
Q1
$266K Hold
3,626
0.06% 55
2024
Q4
$227K Hold
3,626
0.05% 63
2024
Q3
$239K Hold
3,626
0.05% 55
2024
Q2
$262K Hold
3,626
0.06% 55
2024
Q1
$243K Hold
3,626
0.06% 52
2023
Q4
$239K Hold
3,626
0.06% 43
2023
Q3
$233K Hold
3,626
0.07% 41
2023
Q2
$219K Hold
3,626
0.06% 44
2023
Q1
$209K Sell
3,626
-159
-4% -$9.15K 0.06% 50
2022
Q4
$216K Buy
+3,785
New +$216K 0.07% 43