Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Sell
463
-22
-5% -$21.8K 0.32% 72
2025
Q1
$482K Buy
485
+30
+7% +$29.8K 0.42% 64
2024
Q4
$446K Buy
+455
New +$446K 0.38% 69