Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$745K Buy
+2,254
New +$745K 0.12% 91
2024
Q4
Sell
-2,158
Closed -$748K 222
2024
Q3
$748K Sell
2,158
-24
-1% -$8.31K 0.13% 93
2024
Q2
$721K Buy
2,182
+159
+8% +$52.6K 0.14% 89
2024
Q1
$735K Buy
+2,023
New +$735K 0.13% 89