Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Sell
7,495
-22,621
-75% -$1M 0.15% 279
2025
Q1
$999K Buy
30,116
+20,518
+214% +$681K 0.44% 35
2024
Q4
$350K Buy
+9,598
New +$350K 0.44% 21