Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
11,792
-23,046
-66% -$725K 0.02% 1303
2025
Q1
$1.22M Buy
+34,838
New +$1.22M 0.06% 441
2024
Q3
Sell
-64,242
Closed -$1.29M 2686
2024
Q2
$1.29M Buy
+64,242
New +$1.29M 0.11% 268
2021
Q3
Sell
-17,730
Closed -$83K 1108
2021
Q2
$83K Buy
+17,730
New +$83K 0.03% 681