Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$453K Buy
1,540
+79
+5% +$23.3K 0.01% 455
2025
Q1
$389K Buy
1,461
+251
+21% +$66.8K 0.01% 459
2024
Q4
$304K Buy
+1,210
New +$304K 0.01% 604
2022
Q2
Sell
-1,022
Closed -$213K 605
2022
Q1
$213K Hold
1,022
0.01% 540
2021
Q4
$250K Buy
+1,022
New +$250K 0.01% 502