Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Sell
4,816
-30
-0.6% -$8.84K 0.43% 56
2025
Q1
$1.21M Buy
+4,846
New +$1.21M 0.4% 53
2023
Q2
Sell
-2,312
Closed -$303K 237
2023
Q1
$303K Buy
+2,312
New +$303K 0.15% 132
2022
Q3
Sell
-10,000
Closed -$7K 208
2022
Q2
$7K Buy
+10,000
New +$7K ﹤0.01% 202
2022
Q1
Sell
-5,404
Closed -$722K 219
2021
Q4
$722K Buy
+5,404
New +$722K 0.31% 76