Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
3,882
+144
+4% +$17.7K 0.08% 118
2025
Q1
$341K Sell
3,738
-48
-1% -$4.38K 0.07% 145
2024
Q4
$436K Hold
3,786
0.09% 112
2024
Q3
$449K Buy
3,786
+53
+1% +$6.28K 0.1% 112
2024
Q2
$515K Hold
3,733
0.12% 99
2024
Q1
$426K Hold
3,733
0.12% 109
2023
Q4
$286K Buy
3,733
+6
+0.2% +$459 0.09% 128
2023
Q3
$257K Hold
3,727
0.1% 136
2023
Q2
$202K Buy
+3,727
New +$202K 0.07% 179