Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Buy
4,348
+393
+10% +$62.1K 0.02% 114
2025
Q1
$429K Buy
3,955
+516
+15% +$55.9K 0.01% 137
2024
Q4
$462K Buy
3,439
+816
+31% +$110K 0.01% 131
2024
Q3
$319K Sell
2,623
-23
-0.9% -$2.79K 0.01% 148
2024
Q2
$327K Buy
+2,646
New +$327K 0.01% 144
2020
Q1
Sell
-137,800
Closed -$811K 149
2019
Q4
$811K Buy
+137,800
New +$811K 0.04% 94