Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
+16,070
New +$360K 0.47% 26
2022
Q4
Sell
-19,680
Closed -$507K 30
2022
Q3
$507K Sell
19,680
-2,351
-11% -$60.6K 1.14% 17
2022
Q2
$824K Buy
22,031
+2,351
+12% +$87.9K 1.95% 13
2022
Q1
$975K Hold
19,680
2.03% 13
2021
Q4
$1.01M Hold
19,680
2.07% 13
2021
Q3
$1.05M Buy
+19,680
New +$1.05M 2.44% 11