Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$443K Sell
553
-25
-4% -$20K 0.37% 80
2025
Q1
$383K Sell
578
-59
-9% -$39.1K 0.37% 96
2024
Q4
$441K Buy
+637
New +$441K 0.41% 93