Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Sell
14,761
-15,482
-51% -$1.38M 0.59% 41
2025
Q1
$2.29M Buy
+30,243
New +$2.29M 1.13% 32
2022
Q2
Sell
-15,906
Closed -$945K 86
2022
Q1
$945K Sell
15,906
-6,378
-29% -$379K 0.76% 42
2021
Q4
$1.56M Buy
+22,284
New +$1.56M 1.23% 35