Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
+1,457
New +$356K 0.41% 46
2024
Q3
Sell
-878
Closed -$328K 569
2024
Q2
$328K Buy
+878
New +$328K 0.17% 167