Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$137K Hold
13,629
0.01% 229
2024
Q4
$135K Sell
13,629
-107
-0.8% -$1.06K 0.01% 231
2024
Q3
$145K Buy
13,736
+107
+0.8% +$1.13K 0.01% 226
2024
Q2
$171K Hold
13,629
0.01% 209
2024
Q1
$181K Hold
13,629
0.01% 215
2023
Q4
$166K Buy
+13,629
New +$166K 0.01% 215
2023
Q3
Sell
-17,244
Closed -$261K 203
2023
Q2
$261K Buy
17,244
+3,425
+25% +$51.8K 0.02% 184
2023
Q1
$174K Buy
+13,819
New +$174K 0.01% 145