Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Sell
1,341
-34
-2% -$6.15K ﹤0.01% 788
2025
Q1
$238K Buy
1,375
+14
+1% +$2.43K ﹤0.01% 717
2024
Q4
$268K Buy
1,361
+10
+0.7% +$1.97K ﹤0.01% 646
2024
Q3
$273K Buy
+1,351
New +$273K ﹤0.01% 624