Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.38M Sell
18,697
-750
-4% -$136K 3.41% 5
2025
Q1
$2.23M Buy
19,447
+970
+5% +$111K 2.52% 10
2024
Q4
$2.4M Buy
+18,477
New +$2.4M 2.64% 9