Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.38M Sell
53,796
-10,419
-16% -$461K 0.09% 76
2025
Q1
$2.13M Buy
64,215
+43,428
+209% +$1.44M 0.09% 74
2024
Q4
$758K Hold
20,787
0.03% 109
2024
Q3
$588K Hold
20,787
0.02% 122
2024
Q2
$536K Hold
20,787
0.02% 121
2024
Q1
$518K Hold
20,787
0.02% 129
2023
Q4
$380K Hold
20,787
0.02% 165
2023
Q3
$389K Sell
20,787
-9,200
-31% -$172K 0.02% 144
2023
Q2
$677K Hold
29,987
0.04% 111
2023
Q1
$532K Buy
+29,987
New +$532K 0.04% 123