Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
51,156
+2,092
+4% +$16K 0.14% 135
2025
Q1
$307K Hold
49,064
0.12% 138
2024
Q4
$359K Hold
49,064
0.13% 132
2024
Q3
$565K Sell
49,064
-445
-0.9% -$5.13K 0.19% 120
2024
Q2
$655K Sell
49,509
-8,253
-14% -$109K 0.24% 110
2024
Q1
$826K Buy
+57,762
New +$826K 0.29% 101