Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Sell
23,933
-375
-2% -$25.6K 0.06% 173
2025
Q1
$1.45M Sell
24,308
-298
-1% -$17.7K 0.05% 182
2024
Q4
$1.49M Buy
+24,606
New +$1.49M 0.06% 170
2022
Q2
Sell
-1,819
Closed -$218K 425
2022
Q1
$218K Hold
1,819
0.01% 403
2021
Q4
$300K Buy
1,819
+395
+28% +$65.1K 0.01% 358
2021
Q3
$212K Buy
+1,424
New +$212K 0.01% 407