Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
1,335
-31
-2% -$9.43K 0.06% 126
2025
Q1
$367K Buy
1,366
+41
+3% +$11K 0.06% 129
2024
Q4
$326K Buy
1,325
+9
+0.7% +$2.22K 0.05% 139
2024
Q3
$301K Buy
1,316
+5
+0.4% +$1.15K 0.04% 151
2024
Q2
$264K Buy
1,311
+36
+3% +$7.26K 0.04% 151
2024
Q1
$249K Buy
+1,275
New +$249K 0.04% 146
2021
Q4
Sell
-75
Closed -$10K 583
2021
Q3
$10K Buy
+75
New +$10K ﹤0.01% 534
2015
Q4
Sell
-221
Closed -$17K 301
2015
Q3
$17K Buy
+221
New +$17K 0.01% 161