Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
14,354
+396
+3% +$20.4K 0.02% 782
2025
Q1
$747K Buy
+13,958
New +$747K 0.02% 639
2020
Q4
Sell
-17,036
Closed -$268K 783
2020
Q3
$268K Buy
+17,036
New +$268K 0.02% 580