Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,136
Closed -$1.07M 241
2024
Q4
$1.07M Buy
13,136
+15
+0.1% +$1.23K 0.06% 141
2024
Q3
$1.02M Hold
13,121
0.06% 135
2024
Q2
$962K Sell
13,121
-78
-0.6% -$5.72K 0.06% 132
2024
Q1
$1.15M Sell
13,199
-19
-0.1% -$1.66K 0.07% 115
2023
Q4
$1.01M Buy
13,218
+2
+0% +$153 0.06% 113
2023
Q3
$935K Sell
13,216
-1,941
-13% -$137K 0.06% 107
2023
Q2
$1.27M Buy
+15,157
New +$1.27M 0.08% 95