Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
725
+4
+0.6% +$2.14K 0.18% 114
2025
Q1
$267K Sell
721
-13
-2% -$4.81K 0.16% 119
2024
Q4
$333K Buy
734
+1
+0.1% +$454 0.21% 81
2024
Q3
$316K Hold
733
0.21% 82
2024
Q2
$268K Buy
733
+8
+1% +$2.92K 0.19% 94
2024
Q1
$254K Buy
+725
New +$254K 0.19% 96