Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
1,135
-39
-3% -$8.17K 0.04% 254
2025
Q1
$213K Sell
1,174
-31
-3% -$5.62K 0.04% 262
2024
Q4
$228K Buy
1,205
+32
+3% +$6.07K 0.04% 248
2024
Q3
$213K Buy
+1,173
New +$213K 0.04% 257