Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
1,447
+207
+17% +$62.9K 0.35% 75
2025
Q1
$333K Sell
1,240
-682
-35% -$183K 0.33% 89
2024
Q4
$473K Buy
+1,922
New +$473K 0.46% 56