Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
1,263
+31
+3% +$9.29K 0.04% 257
2025
Q1
$343K Sell
1,232
-83
-6% -$23.1K 0.04% 235
2024
Q4
$295K Buy
+1,315
New +$295K 0.03% 264
2020
Q3
Sell
-2,069
Closed -$208K 185
2020
Q2
$208K Buy
+2,069
New +$208K 0.1% 153