Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
12,024
-340
-3% -$8.24K 0.23% 86
2025
Q1
$313K Sell
12,364
-889
-7% -$22.5K 0.27% 81
2024
Q4
$352K Buy
+13,253
New +$352K 0.3% 76