Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
+15,288
New +$108K 0.03% 515
2024
Q4
Sell
-13,001
Closed -$98.4K 508
2024
Q3
$98.4K Buy
+13,001
New +$98.4K 0.03% 404
2023
Q2
Sell
-20,090
Closed -$357K 402
2023
Q1
$357K Buy
+20,090
New +$357K 0.14% 254