Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,521
Closed -$1.48M 298
2024
Q4
$1.48M Buy
7,521
+74
+1% +$14.6K 0.18% 83
2024
Q3
$1.17M Sell
7,447
-111
-1% -$17.4K 0.14% 88
2024
Q2
$1.07M Buy
7,558
+349
+5% +$49.4K 0.12% 98
2024
Q1
$873K Buy
+7,209
New +$873K 0.1% 111