Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$442K Hold
1,239
0.01% 406
2025
Q1
$494K Sell
1,239
-8
-0.6% -$3.19K 0.01% 345
2024
Q4
$448K Buy
1,247
+200
+19% +$71.8K 0.01% 370
2024
Q3
$362K Buy
+1,047
New +$362K 0.01% 395
2024
Q2
Sell
-666
Closed -$222K 446
2024
Q1
$222K Buy
+666
New +$222K ﹤0.01% 422
2022
Q2
Sell
-750
Closed -$244K 437
2022
Q1
$244K Buy
+750
New +$244K 0.01% 426