Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Hold
2,585
0.11% 110
2025
Q1
$256K Hold
2,585
0.15% 94
2024
Q4
$260K Hold
2,585
0.16% 81
2024
Q3
$236K Hold
2,585
0.18% 85
2024
Q2
$211K Hold
2,585
0.17% 83
2024
Q1
$207K Buy
+2,585
New +$207K 0.18% 86
2023
Q4
Sell
-3,935
Closed -$250K 87
2023
Q3
$250K Buy
+3,935
New +$250K 0.27% 70