Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Hold
1,705
0.05% 92
2025
Q1
$515K Sell
1,705
-304
-15% -$91.8K 0.06% 89
2024
Q4
$555K Buy
2,009
+295
+17% +$81.5K 0.06% 88
2024
Q3
$494K Hold
1,714
0.06% 99
2024
Q2
$437K Buy
1,714
+9
+0.5% +$2.3K 0.05% 101
2024
Q1
$442K Buy
+1,705
New +$442K 0.06% 104