Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Sell
4,400
-11
-0.2% -$1.9K 0.05% 268
2025
Q1
$779K Buy
4,411
+709
+19% +$125K 0.06% 227
2024
Q4
$720K Buy
+3,702
New +$720K 0.06% 206