Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
1,013
+69
+7% +$20.3K 0.13% 96
2025
Q1
$251K Sell
944
-75
-7% -$20K 0.11% 96
2024
Q4
$256K Buy
+1,019
New +$256K 0.11% 98