Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.9K Sell
5
-272
-98% -$2.01M 0.04% 39
2025
Q1
$2.01M Sell
277
-87
-24% -$630K 2.12% 22
2024
Q4
$2.98M Buy
+364
New +$2.98M 2.78% 18
2023
Q3
$1.83M Sell
307
-161
-34% -$960K 2.64% 20
2023
Q2
$2.97M Sell
468
-76
-14% -$483K 3% 19
2023
Q1
$3.03M Hold
544
3.21% 17
2022
Q4
$2.51M Buy
+544
New +$2.51M 2.93% 19