Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
52,934
+9,213
+21% +$36.9K 0.01% 1479
2025
Q1
$102K Buy
+43,721
New +$102K 0.01% 1495
2022
Q2
Sell
-31,423
Closed -$191K 1865
2022
Q1
$191K Buy
31,423
+847
+3% +$5.15K 0.03% 1182
2021
Q4
$260K Sell
30,576
-19,774
-39% -$168K 0.03% 1039
2021
Q3
$673K Buy
+50,350
New +$673K 0.07% 515