Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$736K Sell
4,270
-9
-0.2% -$1.55K 0.01% 127
2025
Q1
$755K Sell
4,279
-270
-6% -$47.7K 0.01% 117
2024
Q4
$885K Buy
4,549
+2,367
+108% +$461K 0.01% 95
2024
Q3
$390K Buy
+2,182
New +$390K 0.01% 117