Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Sell
6,137
-460
-7% -$104K 0.46% 55
2025
Q1
$1.1M Sell
6,597
-3,775
-36% -$627K 0.4% 63
2024
Q4
$2.05M Buy
+10,372
New +$2.05M 0.73% 37