Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
761
-12
-2% -$3.97K 0.08% 209
2025
Q1
$254K Hold
773
0.09% 205
2024
Q4
$213K Hold
773
0.07% 211
2024
Q3
$268K Hold
773
0.09% 194
2024
Q2
$256K Hold
773
0.1% 190
2024
Q1
$276K Hold
773
0.11% 184
2023
Q4
$231K Hold
773
0.09% 198
2023
Q3
$221K Buy
773
+22
+3% +$6.29K 0.09% 195
2023
Q2
$211K Buy
+751
New +$211K 0.08% 198
2023
Q1
Sell
-751
Closed -$249K 206
2022
Q4
$249K Hold
751
0.1% 176
2022
Q3
$208K Buy
+751
New +$208K 0.09% 184