Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.08M Sell
33,048
-1,382
-4% -$129K 0.43% 58
2025
Q1
$2.51M Buy
+34,430
New +$2.51M 0.32% 87
2024
Q4
Sell
-24,988
Closed -$1.88M 312
2024
Q3
$1.88M Buy
+24,988
New +$1.88M 0.27% 80
2022
Q3
Hold
0
285
2022
Q2
Hold
0
323