Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
+6,625
New +$377K 0.01% 920
2024
Q3
Sell
-3,225
Closed -$201K 1133
2024
Q2
$201K Buy
+3,225
New +$201K ﹤0.01% 1032
2023
Q3
Sell
-2,756
Closed -$210K 1033
2023
Q2
$210K Sell
2,756
-754
-21% -$57.3K 0.01% 897
2023
Q1
$240K Sell
3,510
-175
-5% -$11.9K 0.01% 849
2022
Q4
$217K Buy
+3,685
New +$217K 0.01% 808