Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
47,466
-146,515
-76% -$3.16M ﹤0.01% 1513
2025
Q1
$2.63M Sell
193,981
-97,073
-33% -$1.31M ﹤0.01% 1034
2024
Q4
$4.63M Buy
291,054
+184,453
+173% +$2.93M ﹤0.01% 803
2024
Q3
$1.68M Buy
+106,601
New +$1.68M ﹤0.01% 1199
2021
Q2
Sell
-2,591
Closed -$158K 3104
2021
Q1
$158K Buy
+2,591
New +$158K ﹤0.01% 2236