Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,300
Closed -$673K 288
2025
Q1
$673K Buy
+6,300
New +$673K 0.22% 116
2024
Q4
Sell
-5,350
Closed -$765K 276
2024
Q3
$765K Sell
5,350
-4,850
-48% -$694K 0.27% 91
2024
Q2
$1.67M Buy
+10,200
New +$1.67M 0.65% 32