Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692K Buy
5,086
+132
+3% +$18K 0.13% 45
2025
Q1
$657K Sell
4,954
-24
-0.5% -$3.18K 0.13% 47
2024
Q4
$563K Buy
+4,978
New +$563K 0.11% 54