Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+9,918
New +$274K 0.02% 579
2025
Q1
Sell
-11,134
Closed -$463K 633
2024
Q4
$463K Buy
+11,134
New +$463K 0.04% 302
2024
Q3
Sell
-2,595
Closed -$308K 480
2024
Q2
$308K Buy
2,595
+709
+38% +$84.2K 0.03% 345
2024
Q1
$201K Buy
+1,886
New +$201K 0.02% 430