Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Sell
4,310
-110
-2% -$16.7K 0.66% 56
2025
Q1
$649K Sell
4,420
-9,288
-68% -$1.36M 0.71% 49
2024
Q4
$1.77M Buy
+13,708
New +$1.77M 1.87% 4