Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
2,044
-2,787
-58% -$293K 0.04% 349
2025
Q1
$282K Buy
4,831
+1,289
+36% +$75.1K 0.04% 399
2024
Q4
$205K Buy
+3,542
New +$205K 0.03% 463
2022
Q2
Sell
-2,199
Closed -$227K 311
2022
Q1
$227K Hold
2,199
0.08% 241
2021
Q4
$227K Buy
+2,199
New +$227K 0.08% 241