Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
252
-510
-67% -$409K 0.12% 41
2025
Q1
$505K Hold
762
0.33% 27
2024
Q4
$545K Buy
+762
New +$545K 0.43% 25