Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Sell
2,249
-1,555
-41% -$246K 0.09% 61
2025
Q1
$412K Buy
3,804
+2,255
+146% +$244K 0.12% 61
2024
Q4
$208K Buy
+1,549
New +$208K 0.05% 80