Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$595K Sell
3,765
-240
-6% -$37.9K 0.02% 37
2025
Q1
$434K Buy
4,005
+920
+30% +$99.7K 0.02% 40
2024
Q4
$414K Hold
3,085
0.02% 40
2024
Q3
$375K Buy
3,085
+295
+11% +$35.8K 0.02% 42
2024
Q2
$345K Hold
2,790
0.02% 42
2024
Q1
$252K Buy
+2,790
New +$252K 0.01% 49