Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
7,708
-311
-4% -$70.4K 1.76% 10
2025
Q1
$1.33M Sell
8,019
-153
-2% -$25.4K 1.4% 15
2024
Q4
$1.61M Buy
+8,172
New +$1.61M 1.44% 15