Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
4,065
-302
-7% -$21.3K 0.52% 48
2025
Q1
$320K Buy
4,367
+2
+0% +$147 0.28% 60
2024
Q4
$273K Hold
4,365
0.21% 81
2024
Q3
$288K Hold
4,365
0.22% 79
2024
Q2
$315K Hold
4,365
0.25% 64
2024
Q1
$293K Hold
4,365
0.26% 62
2023
Q4
$287K Hold
4,365
0.26% 59
2023
Q3
$281K Hold
4,365
0.28% 52
2023
Q2
$264K Hold
4,365
0.29% 56
2023
Q1
$251K Hold
4,365
0.29% 64
2022
Q4
$249K Hold
4,365
0.27% 67
2022
Q3
$217K Hold
4,365
0.22% 79
2022
Q2
$228K Hold
4,365
0.2% 92
2022
Q1
$240K Buy
+4,365
New +$240K 0.18% 111