Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.48M Buy
+1,207
New +$4.48M 1.34% 31
2023
Q1
Sell
-105
Closed -$259K 43
2022
Q4
$259K Sell
105
-1,036
-91% -$2.55M 0.15% 42
2022
Q3
$2.44M Sell
1,141
-3
-0.3% -$6.43K 1.61% 26
2022
Q2
$2.46M Sell
1,144
-247
-18% -$531K 1.69% 25
2022
Q1
$2.84M Sell
1,391
-45
-3% -$92K 1.85% 28
2021
Q4
$3.01M Buy
+1,436
New +$3.01M 1.81% 27