Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
3,127
-464
-13% -$41.5K 0.01% 387
2025
Q1
$272K Buy
3,591
+339
+10% +$25.7K 0.01% 366
2024
Q4
$251K Buy
+3,252
New +$251K 0.01% 368