Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.2K Hold
459
0.05% 109
2025
Q1
$78.3K Hold
459
0.04% 112
2024
Q4
$81.2K Hold
459
0.04% 110
2024
Q3
$69.8K Sell
459
-250
-35% -$38K 0.04% 113
2024
Q2
$129K Hold
709
0.08% 75
2024
Q1
$137K Buy
709
+17
+2% +$3.28K 0.09% 71
2023
Q4
$180K Sell
692
-77
-10% -$20.1K 0.12% 57
2023
Q3
$147K Hold
769
0.13% 51
2023
Q2
$162K Sell
769
-20
-3% -$4.23K 0.14% 46
2023
Q1
$168K Hold
789
0.16% 42
2022
Q4
$150K Sell
789
-125
-14% -$23.8K 0.16% 42
2022
Q3
$111K Sell
914
-25
-3% -$3.03K 0.12% 50
2022
Q2
$128K Sell
939
-50
-5% -$6.84K 0.13% 49
2022
Q1
$189K Hold
989
0.16% 38
2021
Q4
$199K Buy
+989
New +$199K 0.15% 37