Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$691K Sell
7,577
-18
-0.2% -$1.64K 0.1% 90
2025
Q1
$695K Buy
7,595
+1,407
+23% +$129K 0.13% 78
2024
Q4
$527K Buy
+6,188
New +$527K 0.09% 102