Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
1,369
+239
+21% +$75.9K 0.27% 56
2025
Q1
$293K Sell
1,130
-431
-28% -$112K 0.21% 71
2024
Q4
$630K Buy
+1,561
New +$630K 0.5% 38