Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
324
-1
-0.3% -$897 0.21% 77
2025
Q1
$221K Hold
325
0.17% 84
2024
Q4
$205K Buy
+325
New +$205K 0.16% 86