Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
1,375
-106
-7% -$21.7K 0.23% 60
2025
Q1
$329K Sell
1,481
-41
-3% -$9.11K 0.29% 53
2024
Q4
$355K Buy
+1,522
New +$355K 0.33% 50