Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.26M Buy
30,550
+17,680
+137% +$1.88M 0.95% 21
2025
Q1
$1.13M Buy
+12,870
New +$1.13M 0.33% 47
2022
Q3
Sell
-22,390
Closed -$1.46M 152
2022
Q2
$1.46M Hold
22,390
0.21% 85
2022
Q1
$1.86M Hold
22,390
0.23% 77
2021
Q4
$2.06M Hold
22,390
0.23% 70
2021
Q3
$2.01M Buy
+22,390
New +$2.01M 0.26% 58