Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
+3,112
New +$328K 0.07% 345
2024
Q4
Sell
-2,014
Closed -$225K 251
2024
Q3
$225K Buy
+2,014
New +$225K 0.13% 257
2023
Q2
Sell
-4,984
Closed -$322K 182
2023
Q1
$322K Buy
+4,984
New +$322K 0.41% 101