Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+691
New +$217K 0.07% 448
2024
Q4
Sell
-3,742
Closed -$1.25M 552
2024
Q3
$1.25M Buy
3,742
+1,588
+74% +$530K 0.38% 82
2024
Q2
$887K Buy
+2,154
New +$887K 0.21% 181
2023
Q1
Sell
-2,815
Closed -$598K 575
2022
Q4
$598K Buy
+2,815
New +$598K 0.42% 81