Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$962K Sell
2,680
-437
-14% -$157K 0.89% 26
2025
Q1
$1.09M Buy
3,117
+58
+2% +$20.3K 0.99% 28
2024
Q4
$941K Buy
+3,059
New +$941K 0.77% 33