Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Hold
8,000
0.56% 31
2025
Q1
$1.13M Sell
8,000
-3,530
-31% -$499K 0.53% 31
2024
Q4
$1.83M Sell
11,530
-470
-4% -$74.4K 0.8% 25
2024
Q3
$1.52M Buy
+12,000
New +$1.52M 0.73% 29