Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Hold
766
0.02% 250
2025
Q1
$239K Sell
766
-35
-4% -$10.9K 0.02% 232
2024
Q4
$209K Hold
801
0.02% 243
2024
Q3
$258K Hold
801
0.02% 218
2024
Q2
$250K Hold
801
0.02% 216
2024
Q1
$228K Hold
801
0.02% 236
2023
Q4
$231K Hold
801
0.03% 209
2023
Q3
$215K Buy
+801
New +$215K 0.03% 205