Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
1,429
+154
+12% +$45.4K 0.21% 121
2025
Q1
$317K Buy
+1,275
New +$317K 0.17% 132
2022
Q2
Sell
-1,611
Closed -$209K 174
2022
Q1
$209K Sell
1,611
-250
-13% -$32.4K 0.14% 153
2021
Q4
$249K Buy
1,861
+280
+18% +$37.5K 0.16% 142
2021
Q3
$209K Buy
+1,581
New +$209K 0.15% 157