Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
+3,395
New +$253K ﹤0.01% 366
2022
Q1
Sell
-37,228
Closed -$2.48M 411
2021
Q4
$2.48M Sell
37,228
-2,548
-6% -$170K 0.04% 174
2021
Q3
$2.78M Sell
39,776
-2,477
-6% -$173K 0.05% 173
2021
Q2
$2.98M Buy
42,253
+5,620
+15% +$396K 0.06% 175
2021
Q1
$2.21M Buy
+36,633
New +$2.21M 0.05% 208