Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
1,220
-20
-2% -$4.53K 0.04% 58
2025
Q1
$206K Hold
1,240
0.03% 65
2024
Q4
$245K Hold
1,240
0.04% 63
2024
Q3
$215K Hold
1,240
0.03% 72
2024
Q2
$216K Buy
+1,240
New +$216K 0.03% 70