Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,720
Closed -$705K 50
2025
Q1
$705K Hold
2,720
0.23% 50
2024
Q4
$1.1M Hold
2,720
0.38% 33
2024
Q3
$712K Hold
2,720
0.25% 34
2024
Q2
$538K Hold
2,720
0.19% 35
2024
Q1
$478K Buy
2,720
+1,340
+97% +$235K 0.19% 33
2023
Q4
$343K Hold
1,380
0.16% 31
2023
Q3
$345K Hold
1,380
0.19% 30
2023
Q2
$361K Buy
+1,380
New +$361K 0.19% 30