Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
7,450
+448
+6% +$21.5K ﹤0.01% 1441
2025
Q1
$349K Buy
+7,002
New +$349K 0.01% 1357
2022
Q4
Sell
-40,399
Closed -$1.75M 341
2022
Q3
$1.75M Buy
+40,399
New +$1.75M 0.17% 124
2022
Q2
Sell
-36,408
Closed -$1.99M 305
2022
Q1
$1.99M Buy
+36,408
New +$1.99M 0.22% 116