Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
+1,472
New +$263K 0.01% 890
2022
Q3
Sell
-2,705
Closed -$426K 306
2022
Q2
$426K Sell
2,705
-6,607
-71% -$1.04M 0.17% 147
2022
Q1
$1.67M Sell
9,312
-15,798
-63% -$2.83M 0.63% 47
2021
Q4
$5.14M Buy
+25,110
New +$5.14M 1.39% 21