Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Buy
4,715
+295
+7% +$37.9K 0.02% 412
2025
Q1
$319K Buy
+4,420
New +$319K 0.01% 542
2022
Q1
Sell
-11,385
Closed -$285K 563
2021
Q4
$285K Buy
11,385
+1,037
+10% +$26K 0.02% 480
2021
Q3
$249K Buy
10,348
+1,055
+11% +$25.4K 0.02% 476
2021
Q2
$253K Buy
+9,293
New +$253K 0.02% 461