Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$349K Buy
3,299
+1,249
+61% +$132K 0.01% 832
2024
Q4
$229K Buy
+2,050
New +$229K 0.01% 891
2022
Q2
Sell
-1,756
Closed -$306K 622
2022
Q1
$306K Buy
1,756
+213
+14% +$37.1K 0.03% 409
2021
Q4
$310K Buy
1,543
+308
+25% +$61.9K 0.03% 410
2021
Q3
$214K Buy
+1,235
New +$214K 0.02% 488