Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
785
-18
-2% -$6.39K 0.18% 47
2025
Q1
$281K Sell
803
-70
-8% -$24.5K 0.21% 41
2024
Q4
$229K Buy
+873
New +$229K 0.21% 47