Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
1,937
+542
+39% +$118K 0.01% 412
2025
Q1
$190K Sell
1,395
-83
-6% -$11.3K 0.01% 611
2024
Q4
$213K Buy
+1,478
New +$213K 0.01% 506
2022
Q4
Sell
-21,243
Closed -$1.23M 541
2022
Q3
$1.23M Buy
+21,243
New +$1.23M 0.09% 230
2019
Q3
Sell
-77
Closed -$2K 878
2019
Q2
$2K Buy
+77
New +$2K ﹤0.01% 763