Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,397
Closed -$248K 420
2025
Q1
$248K Buy
+6,397
New +$248K 0.03% 311
2024
Q4
Sell
-4,933
Closed -$202K 318
2024
Q3
$202K Buy
+4,933
New +$202K 0.03% 271