Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
+438
New +$154K 0.04% 192
2023
Q4
Sell
-1,111
Closed -$331K 92
2023
Q3
$331K Buy
+1,111
New +$331K 0.16% 32