Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$852K Sell
24,928
-497
-2% -$17K 0.72% 41
2025
Q1
$846K Sell
25,425
-25,847
-50% -$860K 0.64% 71
2024
Q4
$1.62M Buy
+51,272
New +$1.62M 0.47% 50