Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
3,844
+671
+21% +$238K 0.51% 48
2025
Q1
$1.11M Buy
+3,173
New +$1.11M 0.49% 44
2024
Q4
Sell
-2,510
Closed -$690K 129
2024
Q3
$690K Buy
+2,510
New +$690K 0.38% 56