Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.09M Buy
13,626
+2,116
+18% +$479K 0.67% 62
2025
Q1
$1.91M Buy
+11,510
New +$1.91M 0.5% 68
2024
Q3
Sell
-14,003
Closed -$2.43M 248
2024
Q2
$2.43M Sell
14,003
-2,247
-14% -$391K 0.83% 45
2024
Q1
$2.21M Buy
+16,250
New +$2.21M 2.03% 19