Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
5,476
-1,270
-19% -$236K 0.77% 33
2025
Q1
$1.2M Hold
6,746
0.79% 27
2024
Q4
$1.2M Buy
+6,746
New +$1.2M 0.79% 27