Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+2,481
New +$231K 0.02% 255
2022
Q4
Sell
-29,175
Closed -$773K 482
2022
Q3
$773K Sell
29,175
-27,218
-48% -$721K 0.07% 144
2022
Q2
$1.15M Sell
56,393
-9,060
-14% -$185K 0.09% 119
2022
Q1
$2.34M Buy
65,453
+25,953
+66% +$926K 0.16% 98
2021
Q4
$1.66M Buy
+39,500
New +$1.66M 0.13% 80