Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,488
Closed -$200K 264
2025
Q1
$200K Hold
2,488
0.01% 271
2024
Q4
$238K Buy
2,488
+50
+2% +$4.78K 0.01% 250
2024
Q3
$246K Hold
2,438
0.01% 256
2024
Q2
$220K Hold
2,438
0.01% 279
2024
Q1
$265K Hold
2,438
0.01% 260
2023
Q4
$289K Hold
2,438
0.02% 254
2023
Q3
$260K Hold
2,438
0.02% 253
2023
Q2
$219K Buy
+2,438
New +$219K 0.01% 279
2023
Q1
Sell
-2,438
Closed -$206K 297
2022
Q4
$206K Buy
+2,438
New +$206K 0.01% 288
2022
Q3
Sell
-2,273
Closed -$208K 278
2022
Q2
$208K Buy
+2,273
New +$208K 0.01% 279