Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
3,189
+308
+11% +$28.7K 0.01% 575
2025
Q1
$210K Buy
+2,881
New +$210K 0.01% 648
2024
Q1
Sell
-5,695
Closed -$351K 756
2023
Q4
$351K Buy
+5,695
New +$351K 0.01% 537
2021
Q1
Sell
-5,055
Closed -$258K 539
2020
Q4
$258K Buy
+5,055
New +$258K 0.02% 381