Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
480
+3
+0.6% +$1.51K 0.08% 154
2025
Q1
$222K Buy
477
+13
+3% +$6.06K 0.08% 134
2024
Q4
$220K Sell
464
-11
-2% -$5.21K 0.08% 133
2024
Q3
$229K Sell
475
-3
-0.6% -$1.45K 0.08% 128
2024
Q2
$216K Buy
+478
New +$216K 0.09% 117