Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Sell
413
-6
-1% -$5.37K 0.04% 268
2025
Q1
$285K Buy
419
+50
+14% +$34K 0.04% 282
2024
Q4
$233K Buy
369
+35
+10% +$22.1K 0.05% 287
2024
Q3
$259K Buy
334
+4
+1% +$3.1K 0.06% 279
2024
Q2
$272K Buy
+330
New +$272K 0.07% 236