Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
7,557
+26
+0.3% +$752 0.08% 26
2025
Q1
$213K Buy
+7,531
New +$213K 0.04% 19
2020
Q3
Sell
-12,046
Closed -$275K 19
2020
Q2
$275K Buy
12,046
+3
+0% +$68 0.17% 11
2020
Q1
$265K Buy
12,043
+34
+0.3% +$748 0.22% 11
2019
Q4
$354K Buy
+12,009
New +$354K 0.23% 8