Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$851K Sell
20,843
-3,265
-14% -$133K 0.02% 568
2025
Q1
$1.09M Sell
24,108
-4,350
-15% -$196K 0.02% 520
2024
Q4
$1.24M Buy
28,458
+8,996
+46% +$391K 0.02% 510
2024
Q3
$882K Sell
19,462
-3,901
-17% -$177K 0.02% 522
2024
Q2
$961K Buy
+23,363
New +$961K 0.02% 516