Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
1,510
+42
+3% +$19.7K 0.01% 251
2025
Q1
$684K Sell
1,468
-1
-0.1% -$466 0.01% 257
2024
Q4
$615K Buy
1,469
+54
+4% +$22.6K 0.01% 274
2024
Q3
$675K Hold
1,415
0.01% 268
2024
Q2
$621K Buy
+1,415
New +$621K 0.01% 253