Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+460
New +$219K 0.07% 444
2025
Q1
Sell
-953
Closed -$385K 509
2024
Q4
$385K Buy
+953
New +$385K 0.17% 217
2024
Q1
Sell
-1,400
Closed -$453K 645
2023
Q4
$453K Buy
+1,400
New +$453K 0.12% 288
2023
Q3
Sell
-1,197
Closed -$408K 482
2023
Q2
$408K Buy
+1,197
New +$408K 0.5% 60