Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
+4,750
New +$539K 0.03% 54
2025
Q1
Hold
0
92
2023
Q2
Sell
-7,798
Closed -$797K 126
2023
Q1
$797K Buy
+7,798
New +$797K 0.12% 61
2022
Q1
Sell
-8,500
Closed -$1.01M 151
2021
Q4
$1.01M Buy
+8,500
New +$1.01M 0.08% 83
2020
Q4
Sell
-1,315
Closed -$387K 48
2020
Q3
$387K Hold
1,315
0.11% 42
2020
Q2
$284K Buy
+1,315
New +$284K 0.13% 36