Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
6,647
+970
+17% +$112K 0.03% 367
2025
Q1
$542K Buy
5,677
+3
+0.1% +$286 0.02% 418
2024
Q4
$603K Buy
+5,674
New +$603K 0.02% 389
2022
Q1
Sell
-2,940
Closed -$405K 554
2021
Q4
$405K Sell
2,940
-30
-1% -$4.13K 0.02% 401
2021
Q3
$403K Hold
2,970
0.03% 390
2021
Q2
$434K Buy
2,970
+630
+27% +$92.1K 0.03% 367
2021
Q1
$259K Hold
2,340
0.02% 442
2020
Q4
$265K Buy
+2,340
New +$265K 0.02% 420