Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Sell
14,379
-5,255
-27% -$231K ﹤0.01% 511
2025
Q1
$628K Buy
+19,634
New +$628K 0.01% 413
2021
Q2
Sell
-13,265
Closed -$589K 1258
2021
Q1
$589K Buy
13,265
+4,716
+55% +$209K 0.01% 792
2020
Q4
$537K Buy
+8,549
New +$537K 0.01% 548