Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Buy
10,580
+459
+5% +$32.6K 0.68% 65
2025
Q1
$642K Sell
10,121
-284
-3% -$18K 0.72% 77
2024
Q4
$787K Buy
+10,405
New +$787K 0.7% 77
2022
Q4
Sell
-6,113
Closed -$508K 111
2022
Q3
$508K Sell
6,113
-591
-9% -$49.1K 0.42% 106
2022
Q2
$685K Sell
6,704
-1,119
-14% -$114K 0.48% 101
2022
Q1
$1.05M Sell
7,823
-56
-0.7% -$7.54K 0.46% 95
2021
Q4
$1.31M Buy
+7,879
New +$1.31M 0.47% 76