Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$51.3K Sell
2,292
-55,208
-96% -$1.24M 0.01% 230
2025
Q1
$1.31M Buy
+57,500
New +$1.31M 0.34% 63
2022
Q4
Sell
-75,076
Closed -$1.94M 156
2022
Q3
$1.94M Buy
+75,076
New +$1.94M 0.61% 40
2021
Q2
Sell
-22,402
Closed -$1.43M 195
2021
Q1
$1.43M Buy
+22,402
New +$1.43M 0.21% 97
2016
Q4
Sell
-112,610
Closed -$4.25M 277
2016
Q3
$4.25M Buy
+112,610
New +$4.25M 0.69% 46