Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
5,934
+70
+1% +$7.38K 0.12% 50
2025
Q1
$652K Sell
5,864
-41
-0.7% -$4.56K 0.13% 48
2024
Q4
$611K Buy
+5,905
New +$611K 0.12% 53