Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661K Buy
2,081
+100
+5% +$31.8K 0.65% 30
2025
Q1
$513K Sell
1,981
-679
-26% -$176K 0.58% 30
2024
Q4
$1.07M Buy
+2,660
New +$1.07M 1.19% 22