Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Sell
3,276
-14
-0.4% -$7.18K 0.13% 69
2025
Q1
$1.41M Buy
3,290
+22
+0.7% +$9.44K 0.12% 77
2024
Q4
$1.59M Hold
3,268
0.14% 66
2024
Q3
$1.65M Sell
3,268
-6
-0.2% -$3.04K 0.15% 65
2024
Q2
$1.95M Buy
+3,274
New +$1.95M 0.2% 52
2024
Q1
Sell
-466
Closed -$240K 127
2023
Q4
$240K Buy
+466
New +$240K 0.03% 106