Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
3,095
-235
-7% -$21.9K 0.17% 77
2025
Q1
$243K Sell
3,330
-165
-5% -$12K 0.15% 82
2024
Q4
$211K Buy
3,495
+45
+1% +$2.71K 0.12% 84
2024
Q3
$259K Buy
+3,450
New +$259K 0.15% 80