Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
14,372
-458
-3% -$13.7K 0.14% 85
2025
Q1
$501K Buy
14,830
+155
+1% +$5.24K 0.18% 68
2024
Q4
$434K Buy
+14,675
New +$434K 0.15% 80