Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,444
Closed -$212K 76
2025
Q1
$212K Buy
+1,444
New +$212K 0.22% 74
2023
Q3
Sell
-2,447
Closed -$205K 76
2023
Q2
$205K Sell
2,447
-15,022
-86% -$1.26M 0.19% 77
2023
Q1
$1.54M Buy
17,469
+665
+4% +$58.4K 1.49% 23
2022
Q4
$1.68M Buy
+16,804
New +$1.68M 1.81% 19