Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
8,080
-2,000
-20% -$211K 0.02% 201
2025
Q1
$1.12M Sell
10,080
-167
-2% -$18.6K 0.02% 197
2024
Q4
$1.06M Hold
10,247
0.02% 203
2024
Q3
$1.15M Buy
+10,247
New +$1.15M 0.02% 216