Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Sell
8,207
-2,005
-20% -$101K 0.01% 912
2025
Q1
$482K Buy
+10,212
New +$482K 0.02% 717
2021
Q4
Sell
-52
Closed -$10K 924
2021
Q3
$10K Hold
52
﹤0.01% 1433
2021
Q2
$10K Buy
52
+24
+86% +$4.62K ﹤0.01% 1526
2021
Q1
$5K Sell
28
-12
-30% -$2.14K ﹤0.01% 1359
2020
Q4
$7K Sell
40
-4
-9% -$700 ﹤0.01% 1042
2020
Q3
$6.49K Buy
+44
New +$6.49K ﹤0.01% 811
2020
Q1
Sell
-6
Closed -$318 1234
2019
Q4
$318 Buy
+6
New +$318 ﹤0.01% 950