Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Buy
+4,933
New +$664K 0.04% 341
2025
Q1
Sell
-8,026
Closed -$716K 736
2024
Q4
$716K Buy
8,026
+3,082
+62% +$275K 0.04% 325
2024
Q3
$462K Sell
4,944
-1,813
-27% -$170K 0.03% 464
2024
Q2
$646K Buy
6,757
+224
+3% +$21.4K 0.04% 357
2024
Q1
$676K Buy
+6,533
New +$676K 0.04% 342