Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$172K Sell
1,787
-381
-18% -$36.6K 0.07% 155
2025
Q1
$218K Sell
2,168
-3,788
-64% -$380K 0.1% 137
2024
Q4
$531K Buy
+5,956
New +$531K 0.18% 96