Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Hold
428
0.07% 61
2025
Q1
$106K Hold
428
0.06% 64
2024
Q4
$94.1K Hold
428
0.05% 65
2024
Q3
$94.6K Buy
+428
New +$94.6K 0.05% 68
2024
Q2
Sell
-428
Closed -$84.9K 120
2024
Q1
$84.9K Hold
428
0.05% 73
2023
Q4
$70K Hold
428
0.05% 89
2023
Q3
$60K Sell
428
-72
-14% -$10.1K 0.04% 96
2023
Q2
$66.9K Sell
500
-1,700
-77% -$227K 0.05% 100
2023
Q1
$278K Buy
+2,200
New +$278K 0.17% 64