Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Sell
7,357
-3
-0% -$280 0.33% 49
2025
Q1
$536K Buy
7,360
+89
+1% +$6.49K 0.29% 55
2024
Q4
$439K Buy
7,271
+902
+14% +$54.4K 0.23% 73
2024
Q3
$479K Hold
6,369
0.39% 44
2024
Q2
$463K Hold
6,369
0.41% 43
2024
Q1
$490K Hold
6,369
0.45% 38
2023
Q4
$392K Buy
+6,369
New +$392K 0.38% 44