Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
11,375
-31,089
-73% -$628K 0.03% 835
2025
Q1
$584K Buy
+42,464
New +$584K 0.09% 294
2024
Q2
Hold
0
2228
2024
Q1
Sell
-22,347
Closed -$583K 2216
2023
Q4
$583K Buy
22,347
+11,205
+101% +$292K 0.01% 365
2023
Q3
$257K Buy
+11,142
New +$257K ﹤0.01% 683
2023
Q2
Sell
-10,535
Closed -$125K 1987
2023
Q1
$125K Buy
+10,535
New +$125K ﹤0.01% 888
2022
Q4
Hold
0
2077
2022
Q3
Hold
0
1995
2022
Q2
Hold
0
1827
2022
Q1
Hold
0
1631