Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
3,288
-89
-3% -$9.14K 0.04% 423
2025
Q1
$295K Buy
3,377
+812
+32% +$71K 0.03% 432
2024
Q4
$258K Buy
2,565
+251
+11% +$25.3K 0.03% 448
2024
Q3
$226K Buy
+2,314
New +$226K 0.03% 457