Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
1,310
+400
+44% +$116K 0.04% 191
2025
Q1
$275K Sell
910
-38
-4% -$11.5K 0.03% 214
2024
Q4
$262K Hold
948
0.03% 209
2024
Q3
$273K Hold
948
0.03% 212
2024
Q2
$242K Hold
948
0.03% 218
2024
Q1
$246K Sell
948
-37
-4% -$9.59K 0.03% 215
2023
Q4
$223K Buy
+985
New +$223K 0.03% 214