Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
6,718
+12
+0.2% +$359 0.02% 138
2025
Q1
$227K Buy
+6,706
New +$227K 0.03% 126
2024
Q2
Sell
-5,370
Closed -$202K 129
2024
Q1
$202K Buy
+5,370
New +$202K 0.03% 126
2022
Q2
Sell
-6,898
Closed -$203K 129
2022
Q1
$203K Buy
+6,898
New +$203K 0.03% 129