Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
+1,893
New +$288K 0.08% 183
2024
Q4
$159K Hold
1,234
0.05% 223
2024
Q3
$169K Sell
1,234
-54
-4% -$7.38K 0.05% 225
2024
Q2
$132K Sell
1,288
-252
-16% -$25.8K 0.04% 255
2024
Q1
$137K Buy
+1,540
New +$137K 0.05% 250