Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
18,125
-17,135
-49% -$1.6M 1.21% 16
2025
Q1
$2.57M Sell
35,260
-90
-0.3% -$6.56K 1.89% 5
2024
Q4
$2.13M Buy
35,350
+647
+2% +$39K 1.61% 8
2024
Q3
$2.61M Buy
+34,703
New +$2.61M 2.07% 5