Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
5,543
-9,641
-63% -$885K 0.12% 137
2025
Q1
$1.34M Sell
15,184
-1,971
-11% -$174K 0.35% 70
2024
Q4
$1.59M Sell
17,155
-3,572
-17% -$330K 0.55% 53
2024
Q3
$1.92M Buy
20,727
+5,431
+36% +$504K 0.69% 44
2024
Q2
$1.15M Buy
+15,296
New +$1.15M 0.35% 67