Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.3K Hold
4,663
0.07% 148
2025
Q1
$106K Sell
4,663
-155
-3% -$3.52K 0.1% 118
2024
Q4
$96.6K Hold
4,818
0.08% 123
2024
Q3
$113K Hold
4,818
0.1% 113
2024
Q2
$165K Buy
+4,818
New +$165K 0.15% 85