Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Buy
+19,951
New +$561K 0.03% 422
2024
Q1
Sell
-8,518
Closed -$453K 391
2023
Q4
$453K Buy
+8,518
New +$453K 0.06% 333