Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
3,007
+176
+6% +$16.9K 0.08% 214
2025
Q1
$284K Hold
2,831
0.07% 208
2024
Q4
$252K Hold
2,831
0.07% 218
2024
Q3
$248K Hold
2,831
0.06% 235
2024
Q2
$201K Hold
2,831
0.05% 255
2024
Q1
$209K Hold
2,831
0.06% 245
2023
Q4
$205K Buy
+2,831
New +$205K 0.07% 222