Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$716K Sell
2,542
-1,789
-41% -$504K 0.13% 158
2025
Q1
$1.24M Buy
4,331
+1,938
+81% +$557K 0.07% 260
2024
Q4
$659K Buy
+2,393
New +$659K 0.18% 126