Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
1,398
+302
+28% +$79.3K ﹤0.01% 785
2025
Q1
$255K Sell
1,096
-371
-25% -$86.3K ﹤0.01% 695
2024
Q4
$336K Buy
+1,467
New +$336K 0.01% 532