Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
2,990
+5
+0.2% +$784 0.02% 381
2025
Q1
$386K Buy
2,985
+7
+0.2% +$904 0.02% 405
2024
Q4
$425K Sell
2,978
-34
-1% -$4.86K 0.02% 376
2024
Q3
$450K Buy
3,012
+20
+0.7% +$2.99K 0.03% 335
2024
Q2
$387K Buy
+2,992
New +$387K 0.03% 333