Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Buy
31,270
+401
+1% +$12K 0.76% 25
2025
Q1
$1.04M Sell
30,869
-1,299
-4% -$43.9K 0.88% 23
2024
Q4
$1.01M Buy
+32,168
New +$1.01M 0.8% 25