Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
1,260
+151
+14% +$45.9K 0.13% 176
2025
Q1
$298K Sell
1,109
-305
-22% -$81.9K 0.11% 202
2024
Q4
$348K Buy
+1,414
New +$348K 0.12% 186