Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
5,086
+330
+7% +$15.9K 0.01% 631
2025
Q1
$231K Buy
+4,756
New +$231K 0.01% 629
2022
Q2
Sell
-21,947
Closed -$1.51M 472
2022
Q1
$1.51M Buy
+21,947
New +$1.51M 0.18% 181