Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
+4,305
New +$497K 0.03% 185
2022
Q2
Sell
-24,190
Closed -$1.64M 251
2022
Q1
$1.64M Buy
24,190
+12,820
+113% +$867K 0.09% 101
2021
Q4
$1.57M Buy
11,370
+1,700
+18% +$234K 0.08% 109
2021
Q3
$1.31M Buy
+9,670
New +$1.31M 0.07% 117