Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
2,932
+48
+2% +$16.9K 0.04% 85
2025
Q1
$913K Sell
2,884
-2,100
-42% -$665K 0.04% 71
2024
Q4
$1.68M Sell
4,984
-448
-8% -$151K 0.08% 41
2024
Q3
$1.73M Buy
+5,432
New +$1.73M 0.08% 41