Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.82M Sell
84,500
-19,000
-18% -$409K 0.67% 50
2025
Q1
$1.4M Buy
103,500
+11,100
+12% +$150K 0.54% 81
2024
Q4
$1.47M Buy
+92,400
New +$1.47M 0.55% 71