Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
3,499
+33
+1% +$3.08K 0.24% 106
2025
Q1
$253K Buy
+3,466
New +$253K 0.2% 118
2021
Q3
Sell
-31,774
Closed -$1.59M 238
2021
Q2
$1.59M Sell
31,774
-62
-0.2% -$3.11K 0.64% 30
2021
Q1
$1.74M Buy
31,836
+3,140
+11% +$171K 0.72% 21
2020
Q4
$1.46M Buy
+28,696
New +$1.46M 0.62% 25