Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Sell
65,302
-61,063
-48% -$2.69M 0.16% 219
2025
Q1
$6.56M Buy
126,365
+39,535
+46% +$2.05M 0.47% 28
2024
Q4
$4.92M Buy
86,830
+13,983
+19% +$793K 0.44% 31
2024
Q3
$3.3M Buy
+72,847
New +$3.3M 0.29% 95