Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
648
+15
+2% +$14.8K 0.08% 222
2025
Q1
$599K Sell
633
-43
-6% -$40.7K 0.08% 200
2024
Q4
$619K Buy
+676
New +$619K 0.09% 198