Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$508K Sell
2,251
-27
-1% -$6.09K 0.46% 23
2025
Q1
$433K Buy
2,278
+8
+0.4% +$1.52K 0.32% 33
2024
Q4
$498K Buy
+2,270
New +$498K 0.37% 31