Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$893K Buy
131,933
+93,002
+239% +$630K ﹤0.01% 3289
2025
Q1
$200K Sell
38,931
-37
-0.1% -$191 ﹤0.01% 3766
2024
Q4
$222K Buy
+38,968
New +$222K ﹤0.01% 3804
2021
Q3
Sell
-43,537
Closed -$1.86M 3874
2021
Q2
$1.86M Sell
43,537
-36,700
-46% -$1.56M ﹤0.01% 2960
2021
Q1
$1.59M Buy
+80,237
New +$1.59M ﹤0.01% 2940