Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Sell
3,959
-3,868
-49% -$794K 1.24% 24
2025
Q1
$1.74M Buy
7,827
+114
+1% +$25.3K 1.75% 17
2024
Q4
$1.93M Buy
+7,713
New +$1.93M 1.92% 16