Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
852
-1,199
-58% -$381K 0.01% 1509
2025
Q1
$691K Sell
2,051
-322
-14% -$108K 0.04% 786
2024
Q4
$819K Buy
+2,373
New +$819K 0.07% 409
2023
Q4
Sell
-2,943
Closed -$664K 1848
2023
Q3
$664K Buy
+2,943
New +$664K 0.11% 239