Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$741K Buy
+40,846
New +$741K 0.04% 370
2022
Q4
Sell
-16,148
Closed -$568K 437
2022
Q3
$568K Sell
16,148
-29,480
-65% -$1.04M 0.11% 267
2022
Q2
$1.38M Buy
45,628
+34,456
+308% +$1.04M 0.3% 113
2022
Q1
$512K Sell
11,172
-602
-5% -$27.6K 0.18% 201
2021
Q4
$462K Buy
+11,774
New +$462K 0.27% 151