Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Sell
5,535
-915
-14% -$65K 0.13% 75
2025
Q1
$409K Sell
6,450
-91
-1% -$5.78K 0.16% 69
2024
Q4
$495K Buy
+6,541
New +$495K 0.18% 67