Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
7,569
-151
-2% -$20.6K 0.05% 103
2025
Q1
$652K Buy
7,720
+20
+0.3% +$1.69K 0.04% 116
2024
Q4
$582K Hold
7,700
0.04% 129
2024
Q3
$286K Buy
+7,700
New +$286K 0.03% 152
2022
Q4
Sell
-24,603
Closed -$200K 191
2022
Q3
$200K Hold
24,603
0.03% 176
2022
Q2
$223K Buy
+24,603
New +$223K 0.03% 189