Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,109
Closed -$139K 1963
2025
Q1
$139K Buy
+15,109
New +$139K ﹤0.01% 1438
2023
Q4
Sell
-257,682
Closed -$1.81M 982
2023
Q3
$1.81M Buy
257,682
+7,625
+3% +$53.7K 0.04% 279
2023
Q2
$3.11M Sell
250,057
-3,413
-1% -$42.4K 0.06% 197
2023
Q1
$2.3M Buy
+253,470
New +$2.3M 0.05% 229