Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$363K Buy
+2,960
New +$363K 0.12% 166
2025
Q1
Sell
-1,884
Closed -$217K 226
2024
Q4
$217K Buy
+1,884
New +$217K 0.08% 205