Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
2,300
-21
-0.9% -$10.2K 0.03% 308
2025
Q1
$1.43M Hold
2,321
0.04% 259
2024
Q4
$1.23M Hold
2,321
0.03% 275
2024
Q3
$1.39M Sell
2,321
-125
-5% -$75.1K 0.04% 264
2024
Q2
$1.33M Hold
2,446
0.04% 258
2024
Q1
$1.57M Sell
2,446
-25
-1% -$16K 0.04% 251
2023
Q4
$1.44M Sell
2,471
-37
-1% -$21.6K 0.04% 247
2023
Q3
$1.3M Buy
2,508
+35
+1% +$18.2K 0.04% 243
2023
Q2
$1.34M Buy
2,473
+173
+8% +$93.7K 0.05% 235
2023
Q1
$1.24M Hold
2,300
0.04% 238
2022
Q4
$1.17M Buy
+2,300
New +$1.17M 0.04% 238