Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$570K Buy
+8,367
New +$570K 0.02% 234
2025
Q1
Sell
-33,054
Closed -$2.28M 1236
2024
Q4
$2.28M Sell
33,054
-16,867
-34% -$1.16M 0.08% 125
2024
Q3
$3.3M Buy
+49,921
New +$3.3M 0.11% 86
2024
Q2
Sell
-86,450
Closed -$4.93M 1164
2024
Q1
$4.93M Buy
+86,450
New +$4.93M 0.16% 74