Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Sell
26,173
-958
-4% -$23.4K 0.06% 247
2025
Q1
$751K Buy
+27,131
New +$751K 0.05% 299
2020
Q3
Sell
-81
Closed -$1K 553
2020
Q2
$1K Sell
81
-698
-90% -$8.62K ﹤0.01% 982
2020
Q1
$14K Sell
779
-394
-34% -$7.08K 0.01% 533
2019
Q4
$24K Buy
+1,173
New +$24K 0.01% 463