Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Sell
920
-210
-19% -$44.7K 0.1% 171
2025
Q1
$158K Buy
1,130
+500
+79% +$69.9K 0.06% 264
2024
Q4
$107K Buy
+630
New +$107K 0.05% 290