Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$827K Buy
16,854
+931
+6% +$45.7K 0.01% 1183
2024
Q4
$762K Sell
15,923
-1,801
-10% -$86.1K 0.01% 1187
2024
Q3
$990K Buy
+17,724
New +$990K 0.01% 1038
2020
Q3
Sell
-7
Closed 2024
2020
Q2
$0 Hold
7
﹤0.01% 2481
2020
Q1
$0 Sell
7
-1
-13% ﹤0.01% 2342
2019
Q4
$0 Buy
+8
New ﹤0.01% 1963