Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Hold
14,114
0.2% 68
2025
Q1
$399K Sell
14,114
-2,002
-12% -$56.6K 0.23% 65
2024
Q4
$367K Buy
+16,116
New +$367K 0.23% 67