Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$466K Sell
53,454
-41,303
-44% -$360K 0.01% 746
2024
Q4
$1.18M Buy
94,757
+4,562
+5% +$56.8K 0.04% 380
2024
Q3
$1.05M Sell
90,195
-3,070
-3% -$35.6K 0.04% 384
2024
Q2
$991K Buy
+93,265
New +$991K 0.04% 372