Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,983
Closed -$485K 572
2025
Q1
$485K Buy
+4,983
New +$485K 0.1% 295
2023
Q1
Sell
-4,052
Closed -$267K 428
2022
Q4
$267K Buy
+4,052
New +$267K 0.57% 86
2022
Q1
Sell
-5,211
Closed -$307K 486
2021
Q4
$307K Buy
+5,211
New +$307K 0.24% 192