Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
48,498
+7,402
+18% +$181K 0.42% 81
2025
Q1
$1.14M Sell
41,096
-11,075
-21% -$307K 0.43% 81
2024
Q4
$1.7M Sell
52,171
-4,706
-8% -$154K 0.65% 43
2024
Q3
$2.04M Buy
+56,877
New +$2.04M 0.72% 39