Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,726
Closed -$210K 1331
2025
Q1
$210K Buy
+12,726
New +$210K ﹤0.01% 171
2024
Q2
Sell
-783
Closed -$27.4K 679
2024
Q1
$27.4K Buy
+783
New +$27.4K ﹤0.01% 246
2023
Q4
Sell
-3
Closed -$83 334
2023
Q3
$83 Buy
+3
New +$83 ﹤0.01% 255