Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Hold
3,118
0.01% 319
2025
Q1
$211K Buy
+3,118
New +$211K 0.01% 315
2022
Q2
Sell
-4,616
Closed -$264K 487
2022
Q1
$264K Buy
4,616
+1,397
+43% +$79.9K 0.01% 316
2021
Q4
$214K Sell
3,219
-917
-22% -$61K 0.01% 290
2021
Q3
$288K Buy
4,136
+764
+23% +$53.2K 0.02% 225
2021
Q2
$231K Buy
+3,372
New +$231K 0.02% 203