Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$759K Buy
2,817
+1,494
+113% +$403K 0.02% 203
2025
Q1
$335K Buy
1,323
+293
+28% +$74.3K 0.01% 325
2024
Q4
$241K Buy
1,030
+148
+17% +$34.7K 0.01% 377
2024
Q3
$225K Buy
+882
New +$225K 0.01% 382
2020
Q4
Sell
-150
Closed -$30K 241
2020
Q3
$30K Buy
+150
New +$30K 0.01% 259
2020
Q2
Sell
-150
Closed -$26.3K 218
2020
Q1
$26.3K Hold
150
0.01% 282
2019
Q4
$28.7K Sell
150
-11
-7% -$2.11K 0.01% 357
2019
Q3
$30.8K Buy
+161
New +$30.8K 0.01% 306
2019
Q2
Sell
-154
Closed -$27.8K 251
2019
Q1
$27.8K Buy
+154
New +$27.8K 0.01% 303