Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
3,874
-88
-2% -$4.57K 0.09% 147
2025
Q1
$199K Sell
3,962
-445
-10% -$22.4K 0.09% 141
2024
Q4
$200K Buy
+4,407
New +$200K 0.11% 136