Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
+3,067
New +$1.03M 0.15% 255
2025
Q1
Sell
-3,238
Closed -$658K 451
2024
Q4
$658K Buy
3,238
+1,738
+116% +$353K 0.2% 194
2024
Q3
$261K Buy
+1,500
New +$261K 0.08% 353