Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
3,288
-85
-3% -$8.97K 0.03% 404
2025
Q1
$221K Hold
3,373
0.02% 467
2024
Q4
$234K Sell
3,373
-148
-4% -$10.3K 0.01% 540
2024
Q3
$229K Buy
+3,521
New +$229K 0.01% 559
2024
Q2
Sell
-3,662
Closed -$228K 168
2024
Q1
$228K Buy
+3,662
New +$228K 0.02% 504