Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-462
Closed -$120K 74
2024
Q4
$120K Hold
462
0.09% 78
2024
Q3
$149K Hold
462
0.11% 73
2024
Q2
$144K Buy
462
+37
+9% +$11.6K 0.12% 70
2024
Q1
$121K Hold
425
0.1% 72
2023
Q4
$122K Hold
425
0.11% 66
2023
Q3
$114K Hold
425
0.11% 63
2023
Q2
$94.4K Hold
425
0.09% 61
2023
Q1
$103K Hold
425
0.1% 62
2022
Q4
$112K Buy
+425
New +$112K 0.11% 61