Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.8K Sell
12,100
-6,200
-34% -$10.2K 0.01% 216
2025
Q1
$26.5K Buy
18,300
+5,400
+42% +$7.83K 0.02% 200
2024
Q4
$28K Buy
+12,900
New +$28K 0.02% 200
2022
Q1
Sell
-201,600
Closed -$661K 1547
2021
Q4
$661K Buy
+201,600
New +$661K 0.33% 49