Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
8,940
+306
+4% +$8.86K 0.06% 87
2025
Q1
$244K Sell
8,634
-22
-0.3% -$622 0.07% 82
2024
Q4
$212K Buy
+8,656
New +$212K 0.06% 87
2022
Q3
Sell
-9,894
Closed -$207K 68
2022
Q2
$207K Buy
+9,894
New +$207K 0.12% 63