Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Hold
517
0.19% 91
2025
Q1
$241K Sell
517
-123
-19% -$57.3K 0.21% 91
2024
Q4
$268K Buy
+640
New +$268K 0.23% 88