Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
13,222
-442
-3% -$37.5K 0.05% 405
2025
Q1
$989K Sell
13,664
-17,844
-57% -$1.29M 0.04% 430
2024
Q4
$2.2M Buy
+31,508
New +$2.2M 0.09% 302