Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Buy
12,150
+1,200
+11% +$187K 0.3% 67
2025
Q1
$1.8M Sell
10,950
-1,200
-10% -$198K 0.34% 61
2024
Q4
$1.98M Buy
+12,150
New +$1.98M 0.35% 59