Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
4,779
-384
-7% -$35.3K 0.21% 95
2025
Q1
$454K Sell
5,163
-562
-10% -$49.4K 0.3% 67
2024
Q4
$530K Buy
+5,725
New +$530K 0.31% 61