Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Buy
13,916
+1,352
+11% +$124K 0.04% 423
2025
Q1
$1.11M Sell
12,564
-895
-7% -$78.7K 0.04% 409
2024
Q4
$1.25M Sell
13,459
-13
-0.1% -$1.2K 0.04% 396
2024
Q3
$1.25M Hold
13,472
0.04% 408
2024
Q2
$1.01M Buy
+13,472
New +$1.01M 0.03% 429