Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
+20,054
New +$491K 0.02% 651
2024
Q4
$508K Buy
15,562
+7,481
+93% +$244K 0.04% 434
2024
Q3
$290K Buy
+8,081
New +$290K 0.04% 459
2022
Q3
Sell
-9,855
Closed -$323K 319
2022
Q2
$323K Sell
9,855
-2,829
-22% -$92.7K 0.13% 188
2022
Q1
$460K Sell
12,684
-21,803
-63% -$791K 0.17% 131
2021
Q4
$1.3M Buy
+34,487
New +$1.3M 0.35% 62