Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Sell
9,681
-12,802
-57% -$979K 0.05% 278
2025
Q1
$1.57M Buy
+22,483
New +$1.57M 0.13% 121
2024
Q1
Sell
-34,002
Closed -$1.62M 492
2023
Q4
$1.62M Buy
+34,002
New +$1.62M 0.07% 178