Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Sell
5,390
-9,871
-65% -$664K 0.07% 174
2025
Q1
$1.19M Sell
15,261
-6,417
-30% -$500K 0.26% 66
2024
Q4
$1.77M Sell
21,678
-1,670
-7% -$137K 0.41% 63
2024
Q3
$1.81M Buy
23,348
+1,698
+8% +$131K 0.43% 67
2024
Q2
$1.59M Buy
+21,650
New +$1.59M 0.42% 65