Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Sell
4,808
-3
-0.1% -$408 0.35% 64
2025
Q1
$638K Buy
4,811
+1,314
+38% +$174K 0.38% 63
2024
Q4
$396K Buy
3,497
+75
+2% +$8.48K 0.25% 74
2024
Q3
$390K Sell
3,422
-5
-0.1% -$570 0.26% 76
2024
Q2
$356K Hold
3,427
0.26% 74
2024
Q1
$390K Buy
3,427
+98
+3% +$11.1K 0.3% 69
2023
Q4
$366K Buy
+3,329
New +$366K 0.3% 70