Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
+12,835
New +$106K 0.02% 613
2025
Q1
Sell
-21,451
Closed -$149K 831
2024
Q4
$149K Buy
+21,451
New +$149K 0.03% 576
2023
Q4
Sell
-13,903
Closed -$85.8K 521
2023
Q3
$85.8K Buy
+13,903
New +$85.8K 0.05% 368