Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
842
+4
+0.5% +$2.31K 0.02% 198
2025
Q1
$474K Buy
838
+1
+0.1% +$566 0.02% 198
2024
Q4
$502K Sell
837
-12
-1% -$7.2K 0.03% 202
2024
Q3
$495K Buy
849
+44
+5% +$25.6K 0.02% 198
2024
Q2
$388K Buy
+805
New +$388K 0.02% 198