Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
+872
New +$227K 0.18% 37
2025
Q1
Sell
-573
Closed -$231K 42
2024
Q4
$231K Buy
+573
New +$231K 0.17% 38