Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
+6,088
New +$528K 0.12% 305
2025
Q1
Sell
-3,694
Closed -$357K 520
2024
Q4
$357K Buy
+3,694
New +$357K 0.08% 404
2024
Q3
Sell
-6,168
Closed -$514K 608
2024
Q2
$514K Buy
+6,168
New +$514K 0.15% 275