Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
4,053
+188
+5% +$29.7K 0.59% 6
2025
Q1
$419K Sell
3,865
-16
-0.4% -$1.73K 0.4% 8
2024
Q4
$521K Buy
+3,881
New +$521K 0.44% 6