Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Sell
11,690
-244
-2% -$7.31K 0.09% 131
2025
Q1
$403K Buy
+11,934
New +$403K 0.11% 116
2023
Q3
Sell
-10,202
Closed -$360K 75
2023
Q2
$360K Buy
+10,202
New +$360K 0.14% 109
2022
Q1
Sell
-19,240
Closed -$512K 157
2021
Q4
$512K Buy
+19,240
New +$512K 0.15% 131