Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
1,848
+628
+51% +$132K 0.12% 55
2025
Q1
$208K Buy
1,220
+1,200
+6,000% +$205K 0.07% 68
2024
Q4
$3.54K Sell
20
-5,467
-100% -$968K ﹤0.01% 182
2024
Q3
$834K Buy
5,487
+4,825
+729% +$734K 0.32% 36
2024
Q2
$120K Buy
+662
New +$120K 0.05% 76
2019
Q4
Sell
-30
Closed -$11.3K 80
2019
Q3
$11.3K Buy
+30
New +$11.3K 0.01% 177