Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-630
Closed -$208K 660
2025
Q1
$208K Sell
630
-1,171
-65% -$387K 0.08% 383
2024
Q4
$754K Buy
+1,801
New +$754K 0.34% 101