Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+250
New +$224K 0.08% 148
2024
Q3
Sell
-250
Closed -$206K 149
2024
Q2
$206K Buy
+250
New +$206K 0.09% 135
2022
Q4
Sell
-936
Closed -$283K 193
2022
Q3
$283K Buy
+936
New +$283K 0.08% 204