Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
1,552
-282
-15% -$55.1K 0.18% 76
2025
Q1
$430K Sell
1,834
-24
-1% -$5.63K 0.32% 51
2024
Q4
$731K Buy
+1,858
New +$731K 0.49% 33