Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Sell
1,812
-37
-2% -$8.44K ﹤0.01% 1522
2025
Q1
$451K Sell
1,849
-145
-7% -$35.4K 0.01% 1407
2024
Q4
$484K Sell
1,994
-174
-8% -$42.2K 0.01% 1346
2024
Q3
$559K Sell
2,168
-64
-3% -$16.5K 0.01% 1262
2024
Q2
$490K Buy
+2,232
New +$490K 0.01% 1311
2020
Q1
Sell
-1,293
Closed -$251K 1200
2019
Q4
$251K Buy
+1,293
New +$251K 0.01% 1047