Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.73M Hold
37,760
0.09% 148
2025
Q1
$2.48M Sell
37,760
-3,000
-7% -$197K 0.07% 166
2024
Q4
$2.83M Hold
40,760
0.07% 149
2024
Q3
$2.66M Sell
40,760
-14,534
-26% -$947K 0.07% 149
2024
Q2
$3.73M Buy
55,294
+14,534
+36% +$979K 0.11% 130
2024
Q1
$1.18M Buy
+40,760
New +$1.18M 0.04% 210