Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Sell
1,967
-5,967
-75% -$465K 0.07% 419
2025
Q1
$585K Buy
7,934
+6,444
+432% +$475K 0.25% 122
2024
Q4
$122K Buy
+1,490
New +$122K 0.15% 261