Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
1,318
+341
+35% +$51.9K 0.01% 560
2025
Q1
$143K Sell
977
-2,879
-75% -$423K 0.01% 467
2024
Q4
$498K Buy
+3,856
New +$498K 0.11% 117
2020
Q2
Sell
-175
Closed -$20K 213
2020
Q1
$20K Buy
+175
New +$20K 0.02% 161