Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$422K Sell
1,554
-22,898
-94% -$6.22M 1.6% 33
2024
Q4
$8.11M Buy
+24,452
New +$8.11M 1.57% 31
2023
Q1
Sell
-174
Closed -$27K 168
2022
Q4
$27K Buy
174
+7
+4% +$1.09K 0.01% 151
2022
Q3
$22K Sell
167
-250
-60% -$32.9K ﹤0.01% 149
2022
Q2
$53K Hold
417
0.02% 141
2022
Q1
$63K Buy
+417
New +$63K 0.01% 137