Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$713K Buy
3,940
+227
+6% +$41.1K 0.65% 72
2025
Q1
$639K Sell
3,713
-115
-3% -$19.8K 0.72% 78
2024
Q4
$690K Buy
+3,828
New +$690K 0.61% 91