Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
18,453
-1,500
-8% -$140K 0.81% 31
2025
Q1
$1.45M Sell
19,953
-2,445
-11% -$178K 1.2% 17
2024
Q4
$1.35M Buy
22,398
+9,628
+75% +$581K 1.03% 20
2024
Q3
$960K Buy
+12,770
New +$960K 0.7% 32