Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Sell
3,490
-100
-3% -$18.6K 0.49% 38
2025
Q1
$752K Hold
3,590
0.6% 33
2024
Q4
$638K Buy
+3,590
New +$638K 0.58% 33