Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
-$1.01M 18
2025
Q1
Hold
0
-$928K 32
2024
Q4
Hold
0
-$1.48M 40
2024
Q3
Hold
0
-$1.25M 12
2024
Q2
Hold
0
-$1.29M 21
2024
Q1
Hold
0
-$1.16M 37
2023
Q4
Hold
0
-$1.47M 44
2023
Q3
Hold
0
-$1.48M 15
2023
Q2
Hold
0
-$1.21M 27
2023
Q1
Hold
0
-$1.07M 33
2022
Q4
Hold
0
-$1.13M 35
2022
Q3
Hold
0
-$1.25M 25
2022
Q2
Hold
0
-$1.22M 18
2022
Q1
Sell
-15,000
Closed -$1.52M 31
2021
Q4
$1.52M Buy
+15,000
New +$1.52M 1.34% 14