Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
7,380
-4,076
-36% -$636K 0.03% 87
2025
Q1
$1.89M Buy
11,456
+3,000
+35% +$494K 0.09% 35
2024
Q4
$1.38M Buy
+8,456
New +$1.38M 0.07% 37