Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Hold
3,338
0.52% 53
2025
Q1
$741K Hold
3,338
0.59% 51
2024
Q4
$836K Buy
+3,338
New +$836K 0.67% 47
2022
Q3
$812K Hold
5,795
1% 36
2022
Q2
$792K Sell
5,795
-32
-0.5% -$4.37K 0.95% 40
2022
Q1
$1.02M Hold
5,827
1.09% 34
2021
Q4
$1.04M Buy
+5,827
New +$1.04M 1.12% 31