Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
323
-783
-71% -$775K 0.49% 53
2025
Q1
$1.05M Buy
1,106
+22
+2% +$20.8K 1.06% 23
2024
Q4
$993K Buy
+1,084
New +$993K 0.99% 25