Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
19,025
+5,754
+43% +$88.4K 0.01% 988
2025
Q1
$140K Buy
13,271
+1,925
+17% +$20.3K ﹤0.01% 1095
2024
Q4
$90.4K Buy
+11,346
New +$90.4K ﹤0.01% 1105
2021
Q3
Sell
-6,132
Closed -$411K 648
2021
Q2
$411K Buy
+6,132
New +$411K 0.05% 389