Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Sell
9,340
-280
-3% -$7.87K 0.02% 164
2025
Q1
$262K Sell
9,620
-2,035
-17% -$55.3K 0.03% 152
2024
Q4
$259K Buy
+11,655
New +$259K 0.03% 151