Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
885
-317
-26% -$111K 0.01% 653
2025
Q1
$381K Sell
1,202
-570
-32% -$180K 0.01% 594
2024
Q4
$598K Buy
+1,772
New +$598K 0.02% 477