Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
+2,075
New +$278K 0.04% 208
2025
Q1
Sell
-525
Closed -$403K 157
2024
Q4
$403K Buy
+525
New +$403K 0.06% 151