Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
789
-50
-6% -$14.4K 0.15% 65
2025
Q1
$213K Hold
839
0.17% 58
2024
Q4
$232K Buy
+839
New +$232K 0.19% 50