Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
9,882
+720
+8% +$30.1K 0.01% 884
2025
Q1
$370K Buy
+9,162
New +$370K 0.01% 880
2022
Q2
Sell
-4,284
Closed -$275K 757
2022
Q1
$275K Buy
4,284
+628
+17% +$40.3K 0.02% 626
2021
Q4
$307K Buy
3,656
+446
+14% +$37.5K 0.02% 524
2021
Q3
$251K Buy
3,210
+242
+8% +$18.9K 0.03% 523
2021
Q2
$226K Buy
+2,968
New +$226K 0.03% 511