Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
7,077
-8,128
-53% -$261K 0.03% 410
2025
Q1
$426K Sell
15,205
-15,831
-51% -$443K 0.08% 316
2024
Q4
$1.01M Sell
31,036
-10,965
-26% -$355K 0.28% 134
2024
Q3
$1.53M Buy
42,001
+36,248
+630% +$1.32M 0.41% 77
2024
Q2
$213K Buy
+5,753
New +$213K 0.08% 278