Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
44,426
-30,558
-41% -$747K 0.05% 615
2025
Q1
$1.45M Buy
74,984
+51,842
+224% +$1,000K 0.07% 373
2024
Q4
$459K Buy
+23,142
New +$459K 0.04% 829
2021
Q3
Sell
-11,497
Closed -$202K 870
2021
Q2
$202K Sell
11,497
-3,844
-25% -$67.5K 0.07% 557
2021
Q1
$230K Buy
+15,341
New +$230K 0.11% 425