Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Buy
+24,412
New +$808K 0.12% 218
2024
Q1
Sell
-4,550
Closed -$215K 301
2023
Q4
$215K Sell
4,550
-391
-8% -$18.5K 0.08% 217
2023
Q3
$223K Buy
+4,941
New +$223K 0.07% 194