Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
9,942
-543
-5% -$38.6K 0.42% 78
2025
Q1
$666K Buy
10,485
+2,143
+26% +$136K 0.41% 90
2024
Q4
$631K Sell
8,342
-506
-6% -$38.3K 0.68% 53
2024
Q3
$782K Buy
+8,848
New +$782K 0.77% 48