Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
+8,111
New +$1.4M 0.74% 72
2023
Q1
Sell
-10,261
Closed -$1.23M 123
2022
Q4
$1.23M Sell
10,261
-547
-5% -$65.7K 0.85% 60
2022
Q3
$1.13M Sell
10,808
-66
-0.6% -$6.91K 0.86% 56
2022
Q2
$1.16M Buy
10,874
+135
+1% +$14.4K 0.83% 56
2022
Q1
$1.16M Sell
10,739
-365
-3% -$39.3K 0.74% 78
2021
Q4
$1.35M Buy
+11,104
New +$1.35M 0.8% 66