Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$366K Hold
3,998
0.04% 179
2025
Q1
$367K Sell
3,998
-135
-3% -$12.4K 0.05% 180
2024
Q4
$350K Sell
4,133
-102
-2% -$8.64K 0.04% 170
2024
Q3
$335K Sell
4,235
-98
-2% -$7.75K 0.04% 156
2024
Q2
$324K Sell
4,333
-63
-1% -$4.71K 0.04% 154
2024
Q1
$344K Buy
+4,396
New +$344K 0.04% 156