Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
+2,509
New +$234K 0.02% 120
2023
Q2
Hold
0
80
2023
Q1
Sell
-52,010
Closed -$1.29M 108
2022
Q4
$1.29M Sell
52,010
-13,865
-21% -$343K 0.11% 65
2022
Q3
$1.75M Sell
65,875
-20,725
-24% -$549K 0.14% 71
2022
Q2
$1.77M Buy
86,600
+5,600
+7% +$115K 0.13% 69
2022
Q1
$2.89M Buy
81,000
+47,600
+143% +$1.7M 0.18% 63
2021
Q4
$1.4M Buy
+33,400
New +$1.4M 0.08% 65