Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Sell
8,880
-490
-5% -$48.3K 0.04% 290
2025
Q1
$978K Buy
9,370
+6,450
+221% +$673K 0.05% 232
2024
Q4
$395K Buy
+2,920
New +$395K 0.02% 435
2021
Q3
Sell
-2,478
Closed -$599K 1066
2021
Q2
$599K Sell
2,478
-1,067
-30% -$258K 0.02% 464
2021
Q1
$702K Buy
+3,545
New +$702K 0.03% 388