Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86M Sell
12,382
-3,261
-21% -$491K 0.21% 52
2025
Q1
$1.64M Buy
15,643
+9,943
+174% +$1.04M 0.24% 43
2024
Q4
$932K Buy
+5,700
New +$932K 0.14% 90
2024
Q2
Sell
-7,000
Closed -$345K 364
2024
Q1
$345K Buy
+7,000
New +$345K 0.05% 176