Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
+1,747
New +$381K ﹤0.01% 1105
2023
Q1
Sell
-7,073
Closed -$482K 989
2022
Q4
$482K Buy
7,073
+1,000
+16% +$68.2K 0.01% 624
2022
Q3
$350K Buy
6,073
+1,000
+20% +$57.6K 0.01% 651
2022
Q2
$260K Buy
+5,073
New +$260K 0.01% 736