Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
3,448
+14
+0.4% +$986 0.15% 91
2025
Q1
$252K Sell
3,434
-85
-2% -$6.23K 0.18% 81
2024
Q4
$220K Buy
+3,519
New +$220K 0.17% 89