Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Buy
35,384
+14,482
+69% +$291K 0.19% 185
2025
Q1
$507K Buy
20,902
+11,824
+130% +$287K 0.15% 249
2024
Q4
$307K Buy
+9,078
New +$307K 0.1% 352
2022
Q4
Sell
-8,898
Closed -$382K 476
2022
Q3
$382K Buy
+8,898
New +$382K 0.39% 84
2021
Q1
Sell
-18,939
Closed -$465K 850
2020
Q4
$465K Buy
+18,939
New +$465K 0.16% 232