Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,216
Closed -$1.48M 233
2025
Q1
$1.48M Buy
4,216
+166
+4% +$58.2K 0.42% 40
2024
Q4
$1.28M Buy
4,050
+1,129
+39% +$357K 0.37% 51
2024
Q3
$803K Buy
2,921
+160
+6% +$44K 0.23% 64
2024
Q2
$725K Buy
+2,761
New +$725K 0.22% 67