Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,934
Closed -$2.6M 445
2025
Q1
$2.6M Buy
+25,934
New +$2.6M 1.29% 3
2023
Q4
Sell
-17,656
Closed -$1.32M 199
2023
Q3
$1.32M Buy
+17,656
New +$1.32M 0.84% 37