Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
1,501
-1
-0.1% -$896 0.49% 20
2025
Q1
$1.02M Sell
1,502
-15
-1% -$10.2K 0.43% 27
2024
Q4
$956K Hold
1,517
0.38% 29
2024
Q3
$1.17M Hold
1,517
0.47% 23
2024
Q2
$1.25M Hold
1,517
0.51% 21
2024
Q1
$1.06M Buy
+1,517
New +$1.06M 0.48% 24