Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
4,924
+279
+6% +$27.5K 0.09% 147
2025
Q1
$485K Sell
4,645
-564
-11% -$58.8K 0.1% 130
2024
Q4
$704K Buy
+5,209
New +$704K 0.16% 101
2020
Q4
Sell
-294
Closed -$945 415
2020
Q3
$945 Buy
+294
New +$945 0.02% 246