Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
+1,373
New +$300K 0.14% 63
2025
Q1
Sell
-1,322
Closed -$220K 83
2024
Q4
$220K Hold
1,322
0.11% 72
2024
Q3
$225K Buy
+1,322
New +$225K 0.11% 79
2021
Q1
Sell
-1,340
Closed -$87K 163
2020
Q4
$87K Buy
+1,340
New +$87K 0.07% 75