Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.19M Hold
10,027
0.02% 229
2025
Q1
$1.36M Hold
10,027
0.01% 297
2024
Q4
$1.44M Sell
10,027
-10,026
-50% -$1.44M 0.01% 332
2024
Q3
$2.4M Hold
20,053
0.02% 337
2024
Q2
$2.18M Sell
20,053
-313
-2% -$34.1K 0.02% 338
2024
Q1
$2.73M Sell
20,366
-356
-2% -$47.7K 0.03% 310
2023
Q4
$2.64M Sell
20,722
-884
-4% -$113K 0.03% 326
2023
Q3
$2.74M Buy
+21,606
New +$2.74M 0.04% 292