Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
+1,635
New +$258K 0.22% 44
2025
Q1
Sell
-1,636
Closed -$220K 57
2024
Q4
$220K Sell
1,636
-190
-10% -$25.5K 0.23% 49
2024
Q3
$222K Buy
+1,826
New +$222K 0.3% 26
2022
Q2
Sell
-21,220
Closed -$579K 51
2022
Q1
$579K Sell
21,220
-15,300
-42% -$417K 0.86% 31
2021
Q4
$1.07M Buy
+36,520
New +$1.07M 1.11% 24