Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$312K Buy
11,030
+895
+9% +$25.3K 0.02% 168
2024
Q4
$231K Buy
+10,135
New +$231K 0.01% 210
2020
Q2
Sell
-4,776
Closed -$105K 82
2020
Q1
$105K Buy
+4,776
New +$105K 0.17% 66