Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
+5,200
New +$423K 0.05% 152
2022
Q2
Sell
-10,000
Closed -$606K 305
2022
Q1
$606K Buy
+10,000
New +$606K 0.08% 133
2021
Q4
Sell
-10,000
Closed -$514K 354
2021
Q3
$514K Buy
10,000
+4,959
+98% +$255K 0.07% 138
2021
Q2
$287K Buy
+5,041
New +$287K 0.03% 242