Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,757
Closed -$30.4K 1252
2025
Q1
$30.4K Buy
+12,757
New +$30.4K ﹤0.01% 867
2023
Q3
Sell
-89,662
Closed -$230K 1195
2023
Q2
$230K Buy
+89,662
New +$230K ﹤0.01% 715
2021
Q3
Sell
-28,028
Closed -$953K 1148
2021
Q2
$953K Buy
+28,028
New +$953K 0.03% 440