Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Buy
1,512
+2
+0.1% +$579 0.08% 118
2025
Q1
$456K Sell
1,510
-44
-3% -$13.3K 0.1% 111
2024
Q4
$429K Buy
+1,554
New +$429K 0.09% 105