Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.58M Hold
10,356
0.94% 35
2025
Q1
$1.52M Hold
10,356
0.97% 32
2024
Q4
$1.34M Hold
10,356
0.87% 34
2024
Q3
$1.42M Hold
10,356
0.87% 35
2024
Q2
$1.06M Sell
10,356
-2,090
-17% -$214K 0.66% 40
2024
Q1
$1.1M Hold
12,446
0.66% 41
2023
Q4
$1.14M Buy
+12,446
New +$1.14M 0.71% 40