Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
812
-274
-25% -$80.8K 0.17% 77
2025
Q1
$270K Hold
1,086
0.23% 69
2024
Q4
$239K Hold
1,086
0.17% 75
2024
Q3
$240K Buy
+1,086
New +$240K 0.18% 81
2024
Q2
Sell
-1,086
Closed -$207K 96
2024
Q1
$207K Buy
+1,086
New +$207K 0.17% 91