Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,684
Closed -$158K 637
2025
Q1
$158K Buy
+12,684
New +$158K 0.05% 482
2024
Q3
Sell
-68,423
Closed -$1.2M 613
2024
Q2
$1.2M Buy
+68,423
New +$1.2M 0.34% 79
2023
Q4
Sell
-13,266
Closed -$202K 339
2023
Q3
$202K Buy
+13,266
New +$202K 0.11% 349