Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$879K Buy
248,261
+18,945
+8% +$67.1K ﹤0.01% 2735
2025
Q1
$904K Buy
+229,316
New +$904K ﹤0.01% 2505
2021
Q4
Sell
-658
Closed -$182K 3834
2021
Q3
$182K Buy
+658
New +$182K ﹤0.01% 3022
2020
Q2
Sell
-173
Closed -$27K 3967
2020
Q1
$27K Sell
173
-567
-77% -$88.5K ﹤0.01% 3310
2019
Q4
$167K Hold
740
﹤0.01% 3259
2019
Q3
$181K Hold
740
﹤0.01% 3106
2019
Q2
$163K Buy
740
+427
+136% +$94.1K ﹤0.01% 3312
2019
Q1
$119K Buy
313
+312
+31,200% +$119K ﹤0.01% 3259
2018
Q4
$0 Buy
+1
New ﹤0.01% 4398
2018
Q3
Sell
-12
Closed -$11K 4482
2018
Q2
$11K Buy
+12
New +$11K ﹤0.01% 3877