Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+2,829
New +$201K 0.03% 126
2023
Q2
Sell
-1,970
Closed -$242K 117
2023
Q1
$242K Hold
1,970
0.05% 114
2022
Q4
$231K Buy
+1,970
New +$231K 0.05% 115