Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
4,656
-364
-7% -$28.8K 0.17% 69
2025
Q1
$451K Sell
5,020
-225
-4% -$20.2K 0.22% 62
2024
Q4
$522K Buy
+5,245
New +$522K 0.37% 48