Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,975
Closed -$122K 375
2025
Q1
$122K Buy
14,975
+2,197
+17% +$17.9K 0.02% 502
2024
Q4
$88.3K Buy
+12,778
New +$88.3K 0.01% 482