Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
1,550
-54
-3% -$8.22K 0.01% 253
2025
Q1
$236K Sell
1,604
-184
-10% -$27K 0.01% 250
2024
Q4
$231K Buy
+1,788
New +$231K 0.01% 237