Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Sell
3,609
-306
-8% -$46.6K 0.16% 69
2025
Q1
$575K Sell
3,915
-3
-0.1% -$441 0.19% 69
2024
Q4
$506K Buy
+3,918
New +$506K 0.16% 73
2022
Q1
Sell
-1,603
Closed -$238K 69
2021
Q4
$238K Hold
1,603
0.1% 59
2021
Q3
$239K Hold
1,603
0.1% 60
2021
Q2
$267K Buy
+1,603
New +$267K 0.13% 57