Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,241
Closed -$1.01M 51
2025
Q1
$1.01M Buy
+3,241
New +$1.01M 0.52% 32
2023
Q1
Sell
-115
Closed -$30.2K 40
2022
Q4
$30.2K Buy
115
+5
+5% +$1.31K 0.01% 64
2022
Q3
$25K Sell
110
-80
-42% -$18.2K 0.01% 48
2022
Q2
$47K Buy
190
+71
+60% +$17.6K 0.09% 43
2022
Q1
$29K Buy
+119
New +$29K 0.01% 93