Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
+2,550
New +$327K 0.25% 52
2025
Q1
Sell
-1,950
Closed -$222K 83
2024
Q4
$222K Buy
+1,950
New +$222K 0.18% 70