Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.49M Sell
9,778
-547
-5% -$195K 0.07% 161
2025
Q1
$2.81M Sell
10,325
-9,010
-47% -$2.45M 0.07% 162
2024
Q4
$6.42M Buy
+19,335
New +$6.42M 0.14% 124