Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
+836
New +$249K 0.08% 153
2025
Q1
Sell
-527
Closed -$209K 159
2024
Q4
$209K Buy
+527
New +$209K 0.07% 150