Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
1,073
-344
-24% -$78.5K 0.01% 383
2025
Q1
$236K Sell
1,417
-1,978
-58% -$330K 0.01% 357
2024
Q4
$681K Buy
3,395
+1,616
+91% +$324K 0.02% 253
2024
Q3
$310K Buy
+1,779
New +$310K 0.01% 317