Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
17,680
-2,985
-14% -$386K 0.97% 27
2025
Q1
$2.47M Buy
20,665
+425
+2% +$50.8K 1.05% 25
2024
Q4
$2.35M Buy
+20,240
New +$2.35M 0.89% 25