Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
2,000
-92
-4% -$20.8K 0.17% 34
2025
Q1
$347K Sell
2,092
-310
-13% -$51.5K 0.15% 40
2024
Q4
$474K Buy
+2,402
New +$474K 0.2% 32