Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
1,296
-2
-0.2% -$589 0.07% 161
2025
Q1
$346K Buy
1,298
+57
+5% +$15.2K 0.06% 167
2024
Q4
$312K Buy
+1,241
New +$312K 0.03% 200