Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,785
Closed -$2.43M 527
2025
Q1
$2.43M Buy
+13,785
New +$2.43M 0.49% 52
2024
Q4
Sell
-3,572
Closed -$846K 473
2024
Q3
$846K Buy
3,572
+1,168
+49% +$277K 0.28% 140
2024
Q2
$508K Buy
+2,404
New +$508K 0.38% 103