Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
+2,211
New +$210K 0.02% 444
2021
Q1
Sell
-1,039
Closed -$165K 443
2020
Q4
$165K Buy
+1,039
New +$165K 0.06% 75