Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
+3,448
New +$299K 0.16% 272
2024
Q2
Sell
-6,022
Closed -$517K 411
2024
Q1
$517K Buy
+6,022
New +$517K 0.3% 112
2023
Q1
Sell
-4,102
Closed -$223K 391
2022
Q4
$223K Buy
+4,102
New +$223K 0.15% 299
2022
Q3
Sell
-11,034
Closed -$512K 393
2022
Q2
$512K Buy
+11,034
New +$512K 0.35% 93