Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.33M Sell
4,227
-462
-10% -$364K 0.37% 70
2025
Q1
$2.88M Sell
4,689
-5,000
-52% -$3.07M 0.31% 83
2024
Q4
$6.09M Sell
9,689
-1,260
-12% -$792K 0.62% 34
2024
Q3
$2.65M Hold
10,949
0.28% 100
2024
Q2
$7.2M Buy
+10,949
New +$7.2M 0.69% 32