Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,410
Closed -$206K 206
2024
Q4
$206K Buy
+2,410
New +$206K 0.09% 204
2022
Q2
Sell
-2,324
Closed -$269K 221
2022
Q1
$269K Buy
2,324
+237
+11% +$27.4K 0.11% 169
2021
Q4
$394K Buy
+2,087
New +$394K 0.19% 105