Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$828K Sell
1,033
-8
-0.8% -$6.41K 0.58% 38
2025
Q1
$695K Buy
1,041
+44
+4% +$29.4K 0.6% 40
2024
Q4
$737K Buy
+997
New +$737K 0.63% 37