Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.54M Buy
7,029
+848
+14% +$186K 0.71% 40
2025
Q1
$1.18M Sell
6,181
-9
-0.1% -$1.71K 0.71% 41
2024
Q4
$1.36M Sell
6,190
-79
-1% -$17.3K 0.83% 35
2024
Q3
$1.17M Buy
+6,269
New +$1.17M 0.73% 41