Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
8,980
+4,865
+118% +$361K 0.01% 576
2025
Q1
$330K Buy
+4,115
New +$330K 0.01% 861
2023
Q3
Sell
-5,187
Closed -$434K 1286
2023
Q2
$434K Buy
5,187
+377
+8% +$31.5K 0.01% 568
2023
Q1
$411K Buy
+4,810
New +$411K 0.01% 577
2021
Q1
Sell
-2,138
Closed -$208K 974
2020
Q4
$208K Buy
+2,138
New +$208K 0.01% 597
2020
Q2
Sell
-5,650
Closed -$306K 488
2020
Q1
$306K Buy
+5,650
New +$306K 0.01% 212