Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.67M Sell
16,913
-916
-5% -$145K 0.5% 30
2025
Q1
$1.93M Sell
17,829
-9,358
-34% -$1.01M 0.39% 35
2024
Q4
$3.65M Buy
+27,187
New +$3.65M 0.79% 24