Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.75M Sell
17,024
-5,594
-25% -$905K 1.56% 18
2025
Q1
$2.42M Sell
22,618
-375
-2% -$40K 1.47% 21
2024
Q4
$2.84M Sell
22,993
-2,562
-10% -$316K 1.62% 20
2024
Q3
$3.65M Buy
25,555
+20,823
+440% +$2.98M 2% 15
2024
Q2
$774K Sell
4,732
-15,897
-77% -$2.6M 0.42% 48
2024
Q1
$2.58M Buy
+20,629
New +$2.58M 1.52% 20