Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
+329
New +$295K 0.05% 127
2024
Q4
$217K Sell
344
-18
-5% -$11.3K 0.04% 132
2024
Q3
$280K Sell
362
-22
-6% -$17K 0.05% 128
2024
Q2
$317K Hold
384
0.06% 121
2024
Q1
$268K Sell
384
-6
-2% -$4.19K 0.06% 129
2023
Q4
$227K Buy
+390
New +$227K 0.06% 133