Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
6,068
-420
-6% -$21K 0.04% 124
2025
Q1
$215K Sell
6,488
-359
-5% -$11.9K 0.03% 153
2024
Q4
$263K Sell
6,847
-457
-6% -$17.5K 0.04% 136
2024
Q3
$244K Buy
+7,304
New +$244K 0.04% 147