Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
1,604
-26
-2% -$2.74K 0.1% 198
2025
Q1
$181K Buy
1,630
+26
+2% +$2.89K 0.12% 172
2024
Q4
$166K Hold
1,604
0.1% 195
2024
Q3
$179K Hold
1,604
0.12% 173
2024
Q2
$143K Buy
+1,604
New +$143K 0.09% 207