Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.73M Sell
11,466
-8,822
-43% -$1.33M 0.02% 545
2025
Q1
$2.13M Sell
20,288
-43,401
-68% -$4.55M 0.03% 463
2024
Q4
$10.4M Buy
63,689
+1,112
+2% +$182K 0.18% 120
2024
Q3
$4.13M Buy
+62,577
New +$4.13M 0.1% 185