Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
+9,850
New +$494K 1.62% 9
2023
Q3
Sell
-11,238
Closed -$951K 32
2023
Q2
$951K Buy
+11,238
New +$951K 0.22% 31
2023
Q1
Hold
0
31
2022
Q4
Hold
0
27
2022
Q3
Hold
0
38
2022
Q1
Sell
-36,944
Closed -$8.09M 40
2021
Q4
$8.09M Buy
+36,944
New +$8.09M 2.41% 15