Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
5,947
+1,150
+24% +$56.4K ﹤0.01% 692
2025
Q1
$271K Buy
4,797
+1,126
+31% +$63.7K ﹤0.01% 688
2024
Q4
$211K Buy
+3,671
New +$211K ﹤0.01% 650
2020
Q3
Sell
-14,808
Closed -$308K 546
2020
Q2
$308K Buy
+14,808
New +$308K 0.01% 450