Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,247
Closed -$881K 216
2025
Q1
$881K Sell
8,247
-82
-1% -$8.76K 0.01% 1315
2024
Q4
$1.03M Buy
8,329
+147
+2% +$18.1K 0.01% 1314
2024
Q3
$1.17M Buy
8,182
+312
+4% +$44.6K 0.01% 1285
2024
Q2
$1.29M Buy
+7,870
New +$1.29M 0.01% 1206