Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
6,887
+74
+1% +$5.26K 0.45% 46
2025
Q1
$432K Sell
6,813
-185
-3% -$11.7K 0.51% 32
2024
Q4
$530K Buy
+6,998
New +$530K 0.63% 28