Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-251
Closed -$27K 591
2025
Q1
$27K Hold
251
0.03% 329
2024
Q4
$32.9K Hold
251
0.03% 296
2024
Q3
$27K Hold
251
0.02% 352
2024
Q2
$26.6K Hold
251
0.03% 343
2024
Q1
$30.6K Buy
+251
New +$30.6K 0.02% 333
2023
Q4
Sell
-251
Closed -$18.7K 649
2023
Q3
$18.7K Hold
251
0.02% 412
2023
Q2
$14.8K Hold
251
0.01% 526
2023
Q1
$8.01K Hold
251
0.01% 679
2022
Q4
$8K Buy
+251
New +$8K 0.01% 681
2022
Q3
Sell
-571
Closed -$16K 915
2022
Q2
$16K Buy
+571
New +$16K 0.01% 463