Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
1,504
-201
-12% -$71.7K 0.01% 421
2025
Q1
$680K Buy
1,705
+242
+17% +$96.6K 0.02% 321
2024
Q4
$525K Buy
+1,463
New +$525K 0.01% 337