Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$838K Buy
+21,828
New +$838K 0.01% 686
2023
Q3
Sell
-114
Closed -$4K 656
2023
Q2
$4K Hold
114
﹤0.01% 621
2023
Q1
$4K Sell
114
-118
-51% -$4.14K ﹤0.01% 637
2022
Q4
$8K Hold
232
﹤0.01% 603
2022
Q3
$7K Buy
232
+1
+0.4% +$30 ﹤0.01% 590
2022
Q2
$13K Buy
231
+3
+1% +$169 ﹤0.01% 558
2022
Q1
$12K Buy
+228
New +$12K ﹤0.01% 594