Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
94,402
-2,200
-2% -$27.3K 0.73% 29
2025
Q1
$1.47M Sell
96,602
-148,588
-61% -$2.26M 0.99% 28
2024
Q4
$3.58M Buy
+245,190
New +$3.58M 1.15% 21