Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,808
Closed -$144K 679
2024
Q4
$144K Buy
+20,808
New +$144K 0.06% 360
2024
Q1
Sell
-21,953
Closed -$157K 879
2023
Q4
$157K Buy
+21,953
New +$157K 0.04% 567
2023
Q2
Sell
-14,700
Closed -$90.8K 553
2023
Q1
$90.8K Buy
+14,700
New +$90.8K 0.04% 453