Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+1,400
New +$219K 0.15% 84
2025
Q1
Sell
-1,400
Closed -$246K 89
2024
Q4
$246K Hold
1,400
0.18% 79
2024
Q3
$238K Hold
1,400
0.2% 76
2024
Q2
$253K Hold
1,400
0.22% 70
2024
Q1
$237K Hold
1,400
0.23% 71
2023
Q4
$202K Buy
+1,400
New +$202K 0.23% 80