Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Sell
5,882
-3
-0.1% -$316 0.02% 278
2025
Q1
$343K Hold
5,885
0.01% 315
2024
Q4
$341K Hold
5,885
0.01% 332
2024
Q3
$260K Sell
5,885
-32
-0.5% -$1.42K 0.01% 344
2024
Q2
$220K Buy
5,917
+445
+8% +$16.6K 0.01% 356
2024
Q1
$209K Sell
5,472
-1,182
-18% -$45.1K 0.01% 366
2023
Q4
$304K Buy
+6,654
New +$304K 0.01% 287