Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,491
Closed -$371K 86
2025
Q1
$371K Buy
1,491
+205
+16% +$51K 0.13% 55
2024
Q4
$283K Buy
+1,286
New +$283K 0.11% 63