Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Hold
8,695
0.15% 77
2025
Q1
$288K Sell
8,695
-1,000
-10% -$33.1K 0.11% 87
2024
Q4
$372K Hold
9,695
0.12% 93
2024
Q3
$324K Hold
9,695
0.11% 92
2024
Q2
$286K Hold
9,695
0.1% 92
2024
Q1
$277K Buy
+9,695
New +$277K 0.11% 84