Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
+13,525
New +$2.06M 0.77% 30
2025
Q1
Sell
-30,507
Closed -$3.94M 181
2024
Q4
$3.94M Buy
+30,507
New +$3.94M 2.44% 18