Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,738
Closed -$3.96M 8
2024
Q4
$3.96M Buy
+11,738
New +$3.96M 0.99% 22
2023
Q3
Sell
-1,374
Closed -$454K 39
2023
Q2
$454K Buy
1,374
+125
+10% +$41.3K 0.05% 42
2023
Q1
$416K Buy
+1,249
New +$416K 0.04% 36