Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$996K Buy
+14,014
New +$996K 0.29% 98
2023
Q3
Sell
-2,095
Closed -$231K 221
2023
Q2
$231K Buy
+2,095
New +$231K 0.08% 195
2022
Q1
Sell
-1,303
Closed -$217K 201
2021
Q4
$217K Buy
+1,303
New +$217K 0.1% 167