Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-36,171
Closed -$3.35M 147
2025
Q1
$3.35M Sell
36,171
-883
-2% -$81.8K 0.02% 811
2024
Q4
$3.36M Sell
37,054
-1,532
-4% -$139K 0.02% 833
2024
Q3
$3.72M Sell
38,586
-2,685
-7% -$259K 0.02% 830
2024
Q2
$3.79M Buy
+41,271
New +$3.79M 0.02% 802