Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
778
+28
+4% +$3.62K 0.06% 302
2025
Q1
$89.6K Buy
750
+12
+2% +$1.43K 0.06% 310
2024
Q4
$85.6K Hold
738
0.05% 325
2024
Q3
$99.7K Hold
738
0.06% 294
2024
Q2
$100K Buy
+738
New +$100K 0.06% 283