Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
+4,511
New +$312K 0.21% 84
2025
Q1
Sell
-3,661
Closed -$223K 126
2024
Q4
$223K Sell
3,661
-2,800
-43% -$171K 0.09% 187
2024
Q3
$264K Buy
+6,461
New +$264K 0.1% 165
2024
Q2
Sell
-13,080
Closed -$487K 198
2024
Q1
$487K Buy
13,080
+4,965
+61% +$185K 0.13% 116
2023
Q4
$399K Buy
+8,115
New +$399K 0.13% 57