Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Sell
15,892
-233
-1% -$2.02K 0.03% 205
2025
Q1
$140K Sell
16,125
-2,670
-14% -$23.2K 0.04% 206
2024
Q4
$177K Buy
+18,795
New +$177K 0.05% 216