Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Hold
1,048
0.07% 74
2025
Q1
$255K Hold
1,048
0.09% 59
2024
Q4
$295K Hold
1,048
0.11% 46
2024
Q3
$287K Hold
1,048
0.11% 50
2024
Q2
$314K Sell
1,048
-20
-2% -$6K 0.13% 51
2024
Q1
$294K Buy
1,068
+20
+2% +$5.5K 0.11% 76
2023
Q4
$258K Buy
+1,048
New +$258K 0.12% 73
2019
Q4
Sell
-428
Closed -$61.5K 120
2019
Q3
$61.5K Buy
+428
New +$61.5K 0.04% 112