Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
5,512
+1,889
+52% +$197K 0.01% 358
2025
Q1
$287K Sell
3,623
-3,662
-50% -$290K 0.01% 336
2024
Q4
$940K Sell
7,285
-2,976
-29% -$384K 0.04% 143
2024
Q3
$1.4M Buy
+10,261
New +$1.4M 0.06% 95