Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
155,779
-24,251
-13% -$231K 0.08% 355
2025
Q1
$2.19M Buy
180,030
+166,953
+1,277% +$2.03M 0.16% 230
2024
Q4
$184K Buy
+13,077
New +$184K 0.02% 667
2021
Q1
Sell
-20,725
Closed -$620K 828
2020
Q4
$620K Buy
+20,725
New +$620K 0.04% 413