Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,929
Closed -$169K 1222
2025
Q1
$169K Buy
+1,929
New +$169K 0.01% 332
2024
Q2
Sell
-2,892
Closed -$304K 802
2024
Q1
$304K Buy
2,892
+142
+5% +$14.9K 0.01% 629
2023
Q4
$242K Buy
+2,750
New +$242K 0.01% 702
2021
Q4
Sell
-2,907
Closed -$261K 910
2021
Q3
$261K Buy
+2,907
New +$261K ﹤0.01% 831