Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Sell
2,587
-637
-20% -$120K 0.02% 931
2025
Q1
$756K Buy
3,224
+2,188
+211% +$513K 0.03% 800
2024
Q4
$408K Buy
+1,036
New +$408K 0.06% 532
2021
Q4
Sell
-70
Closed -$47K 1720
2021
Q3
$47K Buy
+70
New +$47K 0.02% 587