Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Buy
+4,175
New +$454K 0.12% 300
2024
Q2
Sell
-3,609
Closed -$351K 557
2024
Q1
$351K Buy
+3,609
New +$351K 0.27% 140
2023
Q3
Sell
-4,240
Closed -$293K 473
2023
Q2
$293K Buy
+4,240
New +$293K 0.16% 257
2022
Q1
Sell
-4,218
Closed -$254K 333
2021
Q4
$254K Buy
+4,218
New +$254K 0.25% 182