Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,831
Closed -$88.7K 714
2025
Q1
$88.7K Buy
+13,831
New +$88.7K 0.04% 447
2023
Q3
Sell
-17,800
Closed -$132K 560
2023
Q2
$132K Buy
17,800
+3,814
+27% +$28.3K 0.16% 225
2023
Q1
$96.9K Buy
+13,986
New +$96.9K 0.04% 446