Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-66
Closed -$478K 636
2025
Q1
$478K Buy
+66
New +$478K 0.13% 193
2024
Q4
Sell
-40
Closed -$392K 952
2024
Q3
$392K Buy
40
+20
+100% +$196K 0.09% 158
2024
Q2
$152K Buy
+20
New +$152K 0.04% 231