Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132K Buy
15,567
+2,865
+23% +$24.3K 0.15% 292
2025
Q1
$103K Buy
+12,702
New +$103K 0.34% 127
2022
Q4
Sell
-15,816
Closed -$118K 296
2022
Q3
$118K Buy
15,816
+1,102
+7% +$8.22K 0.14% 221
2022
Q2
$90K Buy
+14,714
New +$90K 0.08% 287