Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
5,870
+1,557
+36% +$80.2K 0.01% 599
2025
Q1
$231K Buy
+4,313
New +$231K 0.01% 368
2024
Q1
Sell
-42,811
Closed -$1.57M 351
2023
Q4
$1.57M Buy
+42,811
New +$1.57M 0.02% 75
2020
Q2
Sell
-45,258
Closed -$526K 230
2020
Q1
$526K Buy
+45,258
New +$526K 0.02% 119