Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
+40
New +$295K 0.47% 28
2025
Q1
Sell
-44
Closed -$360K 221
2024
Q4
$360K Buy
+44
New +$360K 0.54% 28
2024
Q2
Sell
-50
Closed -$405K 202
2024
Q1
$405K Buy
+50
New +$405K 0.37% 21
2023
Q2
Sell
-58
Closed -$323K 82
2023
Q1
$323K Buy
+58
New +$323K 0.54% 13
2022
Q4
Sell
-65
Closed -$259K 126
2022
Q3
$259K Buy
+65
New +$259K 0.74% 38