Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Hold
4,853
0.09% 228
2025
Q1
$164K Hold
4,853
0.11% 197
2024
Q4
$143K Sell
4,853
-735
-13% -$21.7K 0.08% 224
2024
Q3
$175K Hold
5,588
0.11% 180
2024
Q2
$202K Buy
+5,588
New +$202K 0.12% 150