Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$880K Sell
2,512
-4
-0.2% -$1.4K 0.21% 134
2025
Q1
$433K Buy
2,516
+7
+0.3% +$1.21K 0.12% 179
2024
Q4
$623K Buy
2,509
+2,419
+2,688% +$601K 0.16% 158
2024
Q3
$16K Buy
+90
New +$16K ﹤0.01% 286
2022
Q1
Sell
-41
Closed -$10K 540
2021
Q4
$10K Hold
41
﹤0.01% 386
2021
Q3
$9K Sell
41
-154
-79% -$33.8K ﹤0.01% 362
2021
Q2
$50K Buy
+195
New +$50K 0.02% 256