Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
22,404
+16,839
+303% +$301K ﹤0.01% 3051
2025
Q1
$99.8K Buy
+5,565
New +$99.8K ﹤0.01% 3838
2022
Q1
Sell
-807
Closed -$13K 5436
2021
Q4
$13K Buy
+807
New +$13K ﹤0.01% 4731
2020
Q4
Sell
-303
Closed -$8K 5176
2020
Q3
$8K Buy
+303
New +$8K ﹤0.01% 4416