Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13,823
Closed -$672K 181
2024
Q4
$672K Buy
+13,823
New +$672K 0.18% 120
2023
Q3
Sell
-9,292
Closed -$970K 175
2023
Q2
$970K Buy
+9,292
New +$970K 0.36% 72