Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.94M Sell
66,615
-4,881
-7% -$215K 0.78% 47
2025
Q1
$2.64M Buy
71,496
+22,240
+45% +$821K 0.79% 43
2024
Q4
$1.64M Buy
+49,256
New +$1.64M 0.68% 44