Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
1,586
+29
+2% +$6.57K 0.05% 195
2025
Q1
$258K Buy
1,557
+453
+41% +$75.2K 0.04% 225
2024
Q4
$218K Buy
+1,104
New +$218K 0.04% 248
2022
Q2
Sell
-1,920
Closed -$200K 220
2022
Q1
$200K Hold
1,920
0.06% 201
2021
Q4
$231K Buy
+1,920
New +$231K 0.07% 185