Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+1,320
New +$209K 0.34% 67
2023
Q1
Sell
-13,680
Closed -$200K 93
2022
Q4
$200K Buy
+13,680
New +$200K 0.19% 85
2022
Q3
Hold
0
95
2022
Q2
Sell
-19,670
Closed -$545K 95
2022
Q1
$545K Buy
19,670
+5,830
+42% +$162K 0.42% 50
2021
Q4
$409K Buy
+13,840
New +$409K 0.3% 58