Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
2,904
-17,199
-86% -$2.21M 0.11% 120
2025
Q1
$1.45M Sell
20,103
-686
-3% -$49.5K 0.45% 53
2024
Q4
$2.36M Sell
20,789
-2,069
-9% -$235K 0.77% 43
2024
Q3
$2.27M Buy
+22,858
New +$2.27M 0.75% 43