Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.21M Sell
25,405
-34,934
-58% -$7.17M 0.72% 22
2025
Q1
$13.4M Buy
60,339
+59,933
+14,762% +$13.3M 1.8% 15
2024
Q4
$102K Sell
406
-384
-49% -$96.2K 0.02% 136
2024
Q3
$184K Buy
+790
New +$184K 0.04% 88