Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+2,023
New +$230K ﹤0.01% 1070
2021
Q4
Sell
-1,900
Closed -$258K 682
2021
Q3
$258K Sell
1,900
-8,490
-82% -$1.15M 0.03% 516
2021
Q2
$1.52M Buy
10,390
+3,280
+46% +$479K 0.18% 138
2021
Q1
$787K Buy
7,110
+1,140
+19% +$126K 0.14% 185
2020
Q4
$676K Buy
5,970
+1,340
+29% +$152K 0.18% 143
2020
Q3
$474K Buy
4,630
+2,400
+108% +$246K 0.18% 140
2020
Q2
$212K Buy
+2,230
New +$212K 0.12% 233