Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
24,287
-21,636
-47% -$183K 0.02% 451
2025
Q1
$376K Buy
+45,923
New +$376K 0.04% 372
2022
Q2
Sell
-30,475
Closed -$1.87M 569
2022
Q1
$1.87M Buy
+30,475
New +$1.87M 0.34% 80
2020
Q2
Sell
-39,846
Closed -$581K 1123
2020
Q1
$581K Buy
+39,846
New +$581K 0.13% 214