Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
+18,645
New +$2.35M 0.21% 138
2024
Q4
Sell
-25,666
Closed -$2.76M 652
2024
Q3
$2.76M Buy
+25,666
New +$2.76M 0.29% 119
2024
Q2
Sell
-2,212
Closed -$270K 694
2024
Q1
$270K Buy
+2,212
New +$270K 0.03% 431
2020
Q3
Sell
-49,177
Closed -$1.31M 627
2020
Q2
$1.31M Buy
+49,177
New +$1.31M 0.09% 169