Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Buy
+208,477
New +$2.86M 0.27% 63
2024
Q3
Sell
-10,831
Closed -$145K 378
2024
Q2
$145K Buy
10,831
+815
+8% +$10.9K 0.01% 334
2024
Q1
$110K Buy
+10,016
New +$110K 0.01% 310
2022
Q1
Sell
-9,919
Closed -$1.03M 315
2021
Q4
$1.03M Buy
+9,919
New +$1.03M 0.22% 71