Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Sell
8,878
-2,612
-23% -$573K 1.47% 17
2025
Q1
$2.52M Hold
11,490
1.66% 11
2024
Q4
$2.52M Buy
+11,490
New +$2.52M 1.66% 11