Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$1.64M 9
2025
Q1
Hold
0
-$1.82M 8
2024
Q4
Hold
0
-$1.7M 5
2024
Q3
Hold
0
-$1.54M 8
2024
Q2
Hold
0
-$1.22M 9
2024
Q1
Hold
0
-$1.39M 41
2023
Q4
Hold
0
-$1.23M 24
2023
Q3
Hold
0
-$1.6M 31
2023
Q2
Hold
0
-$441K 19
2023
Q1
Hold
0
-$347K 59
2022
Q4
Hold
0
-$380K 57
2022
Q3
Hold
0
-$376K 54
2022
Q2
Hold
0
-$480K 54
2022
Q1
Sell
-2,748
Closed -$488K 54
2021
Q4
$488K Buy
+2,748
New +$488K 0.43% 55