Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Sell
10,249
-1,418
-12% -$105K 0.07% 417
2025
Q1
$937K Buy
11,667
+5,519
+90% +$443K 0.1% 302
2024
Q4
$480K Buy
6,148
+3,235
+111% +$253K 0.06% 499
2024
Q3
$223K Sell
2,913
-9,373
-76% -$717K 0.02% 1030
2024
Q2
$973K Buy
+12,286
New +$973K 0.13% 247