Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,780
Closed -$2.08M 39
2025
Q1
$2.08M Buy
19,780
+632
+3% +$66.5K 0.54% 14
2024
Q4
$1.51M Buy
19,148
+639
+3% +$50.4K 0.37% 23
2024
Q3
$1.38M Buy
18,509
+5,752
+45% +$428K 0.35% 27
2024
Q2
$1.19M Buy
+12,757
New +$1.19M 0.32% 20