Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Sell
8,882
-16,295
-65% -$1.29M 0.04% 260
2025
Q1
$2.26M Buy
25,177
+19,818
+370% +$1.78M 0.09% 173
2024
Q4
$533K Buy
+5,359
New +$533K 0.06% 131