Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$976K Sell
2,523
-4
-0.2% -$1.55K 0.66% 14
2025
Q1
$969K Sell
2,527
-196
-7% -$75.2K 0.78% 14
2024
Q4
$1.21M Buy
+2,723
New +$1.21M 0.83% 12