Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
13,282
-36,050
-73% -$828K 0.1% 74
2025
Q1
$1.11M Buy
49,332
+1,000
+2% +$22.5K 0.37% 50
2024
Q4
$1.1M Sell
48,332
-27,998
-37% -$638K 0.33% 56
2024
Q3
$1.81M Buy
+76,330
New +$1.81M 0.55% 42