Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Sell
1,826
-212
-10% -$33.1K 0.04% 239
2025
Q1
$332K Hold
2,038
0.04% 221
2024
Q4
$332K Buy
+2,038
New +$332K 0.04% 227