Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
12,951
-117
-0.9% -$3.27K 0.06% 485
2025
Q1
$359K Buy
+13,068
New +$359K 0.06% 509
2024
Q3
Sell
-6,513
Closed -$205K 910
2024
Q2
$205K Buy
+6,513
New +$205K 0.04% 655