Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
416
-12
-3% -$10.7K 0.23% 87
2025
Q1
$291K Buy
428
+3
+0.7% +$2.04K 0.19% 109
2024
Q4
$268K Buy
425
+12
+3% +$7.56K 0.15% 114
2024
Q3
$320K Hold
413
0.21% 100
2024
Q2
$341K Buy
+413
New +$341K 0.2% 93