Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
3,185
-71
-2% -$8.83K 0.04% 247
2025
Q1
$319K Buy
3,256
+896
+38% +$87.7K 0.03% 253
2024
Q4
$255K Buy
+2,360
New +$255K 0.03% 287
2021
Q2
Sell
-1,078
Closed -$367K 363
2021
Q1
$367K Buy
1,078
+381
+55% +$130K 0.1% 156
2020
Q4
$236K Buy
+697
New +$236K 0.08% 187