Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
+133,674
New +$3.99M 0.1% 293
2024
Q1
Sell
-12,248
Closed -$461K 1344
2023
Q4
$461K Buy
+12,248
New +$461K 0.04% 638
2023
Q3
Sell
-5,275
Closed -$251K 1039
2023
Q2
$251K Buy
5,275
+239
+5% +$11.4K 0.03% 842
2023
Q1
$223K Buy
+5,036
New +$223K 0.03% 907