Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
87,863
-110,093
-56% -$1.37M 0.01% 827
2025
Q1
$3.01M Buy
197,956
+38,610
+24% +$588K 0.02% 483
2024
Q4
$2.33M Buy
+159,346
New +$2.33M 0.02% 462
2020
Q1
Sell
-8,669
Closed -$218K 411
2019
Q4
$218K Buy
+8,669
New +$218K 0.02% 371