Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,881
Closed -$960K 71
2025
Q1
$960K Buy
+19,881
New +$960K 0.49% 35
2024
Q4
Sell
-15,353
Closed -$821K 73
2024
Q3
$821K Buy
15,353
+1,446
+10% +$77.3K 0.39% 42
2024
Q2
$582K Buy
+13,907
New +$582K 0.26% 36