Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
8,045
+2,121
+36% +$323K 0.27% 65
2025
Q1
$870K Buy
5,924
+853
+17% +$125K 0.22% 75
2024
Q4
$655K Buy
+5,071
New +$655K 0.18% 81
2021
Q1
Sell
-161
Closed -$24K 76
2020
Q4
$24K Hold
161
0.01% 69
2020
Q3
$22K Hold
161
0.02% 72
2020
Q2
$21K Buy
+161
New +$21K 0.02% 68