Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,700
Closed -$1.03M 38
2025
Q1
$1.03M Buy
+17,700
New +$1.03M 1.02% 22
2024
Q4
Sell
-95,417
Closed -$4.22M 40
2024
Q3
$4.22M Sell
95,417
-41,637
-30% -$1.84M 1.38% 20
2024
Q2
$5.1M Buy
+137,054
New +$5.1M 2.21% 13