Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
4,680
-4,373
-48% -$325K 0.36% 41
2025
Q1
$591K Buy
9,053
+1,362
+18% +$88.9K 0.69% 30
2024
Q4
$656K Buy
+7,691
New +$656K 0.69% 30