Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
1,649
+50
+3% +$15.9K 0.2% 31
2025
Q1
$414K Sell
1,599
-36
-2% -$9.33K 0.18% 34
2024
Q4
$660K Buy
+1,635
New +$660K 0.28% 27