Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-65,493
Closed -$2.17M 122
2025
Q1
$2.17M Buy
65,493
+20,918
+47% +$692K 0.43% 58
2024
Q4
$1.71M Buy
+44,575
New +$1.71M 0.33% 54
2024
Q3
Sell
-46,000
Closed -$1.36M 92
2024
Q2
$1.36M Buy
+46,000
New +$1.36M 0.3% 52