Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
3,987
-742
-16% -$58.7K 0.25% 103
2025
Q1
$424K Buy
4,729
+1,590
+51% +$143K 0.42% 68
2024
Q4
$312K Buy
+3,139
New +$312K 0.31% 94