Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+725
New +$202K 0.11% 396
2024
Q4
Sell
-679
Closed -$219K 43
2024
Q3
$219K Buy
+679
New +$219K 0.12% 353
2023
Q3
Sell
-1,521
Closed -$338K 424
2023
Q2
$338K Buy
+1,521
New +$338K 0.23% 178
2023
Q1
Sell
-3,354
Closed -$881K 398
2022
Q4
$881K Sell
3,354
-17
-0.5% -$4.47K 0.6% 21
2022
Q3
$760K Buy
+3,371
New +$760K 0.49% 36