Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Sell
2,184
-179
-8% -$40.5K 0.08% 97
2025
Q1
$467K Hold
2,363
0.09% 90
2024
Q4
$467K Buy
+2,363
New +$467K 0.09% 90