Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
31,560
-810
-3% -$33.8K 0.05% 268
2025
Q1
$1.37M Buy
+32,370
New +$1.37M 0.06% 244
2024
Q4
Sell
-10,102
Closed -$621K 603
2024
Q3
$621K Buy
10,102
+2,129
+27% +$131K 0.03% 309
2024
Q2
$478K Buy
+7,973
New +$478K 0.02% 316