Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
+2,942
New +$309K 0.11% 167
2024
Q4
Sell
-1,873
Closed -$82.9K 350
2024
Q3
$82.9K Hold
1,873
0.04% 337
2024
Q2
$69.7K Hold
1,873
0.03% 339
2024
Q1
$71.5K Hold
1,873
0.04% 338
2023
Q4
$85.6K Buy
+1,873
New +$85.6K 0.05% 292