Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
+18,827
New +$378K 0.08% 315
2024
Q4
Sell
-13,278
Closed -$637K 368
2024
Q3
$637K Sell
13,278
-4,488
-25% -$215K 0.36% 96
2024
Q2
$838K Buy
17,766
+13,527
+319% +$638K 0.63% 47
2024
Q1
$249K Buy
+4,239
New +$249K 0.14% 205