Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$672K Buy
13,312
+2,533
+23% +$128K ﹤0.01% 3856
2025
Q1
$364K Buy
10,779
+1,801
+20% +$60.8K ﹤0.01% 3954
2024
Q4
$263K Hold
8,978
﹤0.01% 4060
2024
Q3
$234K Buy
+8,978
New +$234K ﹤0.01% 4110
2022
Q4
Sell
-46,839
Closed -$1.11M 4547
2022
Q3
$1.11M Buy
+46,839
New +$1.11M ﹤0.01% 3974