Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Sell
7,662
-473
-6% -$157K 0.1% 70
2025
Q1
$2.84M Hold
8,135
0.12% 47
2024
Q4
$2.75M Buy
8,135
+736
+10% +$249K 0.12% 47
2024
Q3
$2.31M Hold
7,399
0.1% 64
2024
Q2
$1.97M Buy
+7,399
New +$1.97M 0.09% 78