Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
41,609
-7,263
-15% -$38.1K 0.01% 563
2025
Q1
$329K Buy
48,872
+11,277
+30% +$75.8K 0.01% 418
2024
Q4
$237K Buy
+37,595
New +$237K 0.01% 495