Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
3,662
-210
-5% -$17.1K 0.19% 50
2025
Q1
$384K Hold
3,872
0.29% 43
2024
Q4
$389K Buy
+3,872
New +$389K 0.31% 41