Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Sell
512
-9
-2% -$7.22K 0.02% 365
2025
Q1
$345K Buy
521
+127
+32% +$84.2K 0.02% 381
2024
Q4
$273K Buy
394
+69
+21% +$47.8K 0.02% 424
2024
Q3
$270K Buy
325
+115
+55% +$95.7K 0.02% 421
2024
Q2
$214K Buy
+210
New +$214K 0.01% 444