Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Sell
3,104
-131
-4% -$32.3K 0.02% 243
2025
Q1
$591K Buy
3,235
+1,079
+50% +$197K 0.01% 251
2024
Q4
$362K Buy
+2,156
New +$362K 0.01% 249
2021
Q3
Sell
-5,300
Closed -$930K 267
2021
Q2
$930K Buy
+5,300
New +$930K 0.06% 114