Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
+26,330
New +$697K 0.16% 231
2024
Q1
Sell
-2,734
Closed -$215K 629
2023
Q4
$215K Buy
+2,734
New +$215K 0.15% 293
2023
Q2
Sell
-10,771
Closed -$779K 488
2023
Q1
$779K Buy
+10,771
New +$779K 0.25% 155