Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Buy
+3,359
New +$1.2M 0.05% 298
2024
Q3
Sell
-13,032
Closed -$4.09M 710
2024
Q2
$4.09M Sell
13,032
-3,309
-20% -$1.04M 0.09% 218
2024
Q1
$5.11M Buy
+16,341
New +$5.11M 0.12% 167