Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
+2,914
New +$324K 0.1% 330
2023
Q2
Sell
-3,700
Closed -$221K 459
2023
Q1
$221K Buy
+3,700
New +$221K 0.09% 387