Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Hold
9,288
0.02% 161
2025
Q1
$213K Hold
9,288
0.02% 159
2024
Q4
$215K Sell
9,288
-150
-2% -$3.48K 0.03% 153
2024
Q3
$328K Buy
9,438
+20
+0.2% +$696 0.04% 126
2024
Q2
$305K Buy
9,418
+100
+1% +$3.24K 0.04% 127
2024
Q1
$317K Hold
9,318
0.04% 125
2023
Q4
$367K Sell
9,318
-117
-1% -$4.61K 0.06% 109
2023
Q3
$360K Buy
9,435
+117
+1% +$4.47K 0.07% 98
2023
Q2
$425K Hold
9,318
0.08% 90
2023
Q1
$417K Hold
9,318
0.08% 88
2022
Q4
$410K Hold
9,318
0.08% 88
2022
Q3
$391K Buy
+9,318
New +$391K 0.09% 81