Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
330
-17
-5% -$6.12K 0.02% 103
2025
Q1
$96.4K Hold
347
0.02% 103
2024
Q4
$119K Buy
347
+17
+5% +$5.82K 0.03% 95
2024
Q3
$113K Hold
330
0.03% 99
2024
Q2
$105K Hold
330
0.03% 95
2024
Q1
$109K Sell
330
-49
-13% -$16.2K 0.03% 97
2023
Q4
$91.6K Hold
379
0.03% 110
2023
Q3
$79.7K Hold
379
0.03% 113
2023
Q2
$76K Hold
379
0.03% 115
2023
Q1
$64.9K Hold
379
0.03% 128
2022
Q4
$59K Hold
379
0.03% 136
2022
Q3
$52K Hold
379
0.03% 140
2022
Q2
$48K Hold
379
0.03% 149
2022
Q1
$56K Hold
379
0.04% 148
2021
Q4
$56K Hold
379
0.04% 148
2021
Q3
$65K Buy
+379
New +$65K 0.04% 140