Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.5K Hold
262
0.02% 270
2025
Q1
$82.9K Hold
262
0.02% 280
2024
Q4
$88.4K Sell
262
-262
-50% -$88.4K 0.02% 286
2024
Q3
$167K Sell
524
-19
-3% -$6.05K 0.05% 226
2024
Q2
$175K Sell
543
-162
-23% -$52.1K 0.06% 225
2024
Q1
$245K Sell
705
-16
-2% -$5.56K 0.09% 207
2023
Q4
$262K Sell
721
-200
-22% -$72.6K 0.1% 189
2023
Q3
$274K Sell
921
-24
-3% -$7.14K 0.08% 199
2023
Q2
$312K Sell
945
-21
-2% -$6.94K 0.09% 196
2023
Q1
$321K Sell
966
-38
-4% -$12.6K 0.09% 193
2022
Q4
$243K Buy
+1,004
New +$243K 0.07% 221