Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.65M Sell
18,488
-22,249
-55% -$3.19M 1.02% 33
2025
Q1
$6.81M Sell
40,737
-545
-1% -$91.2K 1.86% 24
2024
Q4
$5.95M Buy
+41,282
New +$5.95M 1.65% 31