Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+2,539
New +$206K 0.01% 1161
2022
Q1
Sell
-3,163
Closed -$243K 1367
2021
Q4
$243K Buy
+3,163
New +$243K 0.01% 1170
2020
Q3
Sell
-5,531
Closed -$300K 1062
2020
Q2
$300K Buy
+5,531
New +$300K 0.01% 771