Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.7M Sell
11,563
-12,012
-51% -$4.89M 0.07% 204
2025
Q1
$7.97M Sell
23,575
-3,397
-13% -$1.15M 0.12% 142
2024
Q4
$8.99M Buy
26,972
+17,861
+196% +$5.95M 0.12% 146
2024
Q3
$2.66M Buy
+9,111
New +$2.66M 0.04% 227