Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Sell
2,436
-100
-4% -$21.1K 0.33% 30
2025
Q1
$565K Buy
2,536
+1
+0% +$223 0.41% 26
2024
Q4
$616K Buy
+2,535
New +$616K 0.47% 25