Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+1,040
New +$222K 0.01% 843
2025
Q1
Sell
-993
Closed -$213K 1099
2024
Q4
$213K Buy
+993
New +$213K 0.01% 977
2022
Q2
Sell
-1,074
Closed -$266K 1258
2022
Q1
$266K Sell
1,074
-133
-11% -$32.9K 0.01% 1039
2021
Q4
$353K Buy
+1,207
New +$353K 0.01% 864