Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.68M Buy
5,078
+934
+23% +$309K 0.05% 341
2024
Q4
$1.74M Sell
4,144
-14
-0.3% -$5.86K 0.06% 297
2024
Q3
$1.78M Sell
4,158
-26
-0.6% -$11.1K 0.06% 261
2024
Q2
$1.53M Buy
+4,184
New +$1.53M 0.06% 274