Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
1,627
-1,000
-38% -$276K 0.36% 60
2025
Q1
$440K Sell
2,627
-899
-25% -$151K 0.4% 53
2024
Q4
$818K Buy
+3,526
New +$818K 0.75% 34