Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
13,724
-9
-0.1% -$253 0.39% 60
2025
Q1
$379K Sell
13,733
-371
-3% -$10.2K 0.43% 56
2024
Q4
$346K Buy
+14,104
New +$346K 0.38% 63