Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
38,536
+269
+0.7% +$3.05K 0.02% 622
2025
Q1
$319K Buy
38,267
+25,676
+204% +$214K 0.02% 646
2024
Q4
$142K Buy
+12,591
New +$142K 0.01% 958
2022
Q2
Sell
-20,006
Closed -$625K 1681
2022
Q1
$625K Buy
20,006
+1,010
+5% +$31.6K 0.05% 331
2021
Q4
$678K Buy
18,996
+7,292
+62% +$260K 0.07% 273
2021
Q3
$639K Buy
+11,704
New +$639K 0.06% 360