Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
500
-649
-56% -$358K 0.42% 7
2025
Q1
$680K Hold
1,149
0.63% 9
2024
Q4
$707K Buy
+1,149
New +$707K 0.87% 8