Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$586K Buy
500
+73
+17% +$85.5K 0.28% 66
2025
Q1
$481K Buy
+427
New +$481K 0.24% 73
2022
Q2
Sell
-624
Closed -$234K 100
2022
Q1
$234K Sell
624
-106
-15% -$39.8K 0.18% 83
2021
Q4
$301K Buy
730
+118
+19% +$48.7K 0.22% 70
2021
Q3
$374K Buy
+612
New +$374K 0.32% 53