Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.91M Buy
+15,594
New +$1.91M 0.28% 115
2025
Q1
Sell
-3,085
Closed -$356K 456
2024
Q4
$356K Sell
3,085
-3,110
-50% -$358K 0.11% 307
2024
Q3
$734K Buy
+6,195
New +$734K 0.24% 177
2022
Q1
Sell
-7,059
Closed -$397K 412
2021
Q4
$397K Buy
+7,059
New +$397K 0.31% 143