Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.39M Sell
85,504
-57,268
-40% -$1.6M 0.36% 130
2025
Q1
$3.76M Sell
142,772
-583
-0.4% -$15.4K 0.65% 57
2024
Q4
$3.67M Buy
+143,355
New +$3.67M 0.52% 96