Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Hold
1,904
0.14% 63
2025
Q1
$206K Hold
1,904
0.11% 56
2024
Q4
$256K Sell
1,904
-420
-18% -$56.4K 0.13% 46
2024
Q3
$282K Sell
2,324
-7
-0.3% -$850 0.14% 52
2024
Q2
$288K Buy
+2,331
New +$288K 0.15% 50