Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
568
-280
-33% -$62.4K 0.05% 326
2025
Q1
$177K Sell
848
-612
-42% -$128K 0.07% 246
2024
Q4
$267K Buy
+1,460
New +$267K 0.17% 142