Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Sell
22,468
-1,265
-5% -$30.7K 0.55% 47
2025
Q1
$574K Sell
23,733
-235
-1% -$5.69K 0.65% 41
2024
Q4
$617K Buy
+23,968
New +$617K 0.68% 42