Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+1,809
New +$209K 0.01% 708
2022
Q1
Sell
-7,630
Closed -$1.05M 521
2021
Q4
$1.05M Buy
7,630
+2,050
+37% +$282K 0.1% 194
2021
Q3
$756K Buy
5,580
+30
+0.5% +$4.07K 0.08% 223
2021
Q2
$810K Buy
5,550
+2,200
+66% +$321K 0.09% 220
2021
Q1
$370K Buy
3,350
+940
+39% +$104K 0.05% 355
2020
Q4
$272K Buy
+2,410
New +$272K 0.04% 369