Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
4,883
+802
+20% +$55.6K 0.11% 55
2025
Q1
$252K Buy
4,081
+417
+11% +$25.7K 0.09% 59
2024
Q4
$217K Buy
+3,664
New +$217K 0.08% 65
2023
Q3
Sell
-3,866
Closed -$200K 42
2023
Q2
$200K Buy
3,866
+24
+0.6% +$1.24K 0.13% 42
2023
Q1
$201K Buy
+3,842
New +$201K 0.14% 36
2022
Q2
Sell
-4,307
Closed -$240K 24
2022
Q1
$240K Buy
4,307
+575
+15% +$32K 0.19% 23
2021
Q4
$236K Buy
+3,732
New +$236K 0.21% 22