Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$993K Buy
14,790
+8,580
+138% +$576K 0.05% 262
2025
Q1
$457K Buy
6,210
+1,720
+38% +$127K 0.03% 387
2024
Q4
$385K Sell
4,490
-810
-15% -$69.5K 0.02% 441
2024
Q3
$547K Buy
+5,300
New +$547K 0.03% 359
2022
Q3
Hold
0
771
2022
Q2
Hold
0
847
2021
Q2
Sell
-5,791
Closed -$665K 852
2021
Q1
$665K Buy
+5,791
New +$665K 0.03% 416