Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
+1,477
New +$255K ﹤0.01% 1342
2025
Q1
Sell
-1,975
Closed -$363K 1442
2024
Q4
$363K Buy
1,975
+448
+29% +$82.3K ﹤0.01% 1208
2024
Q3
$276K Buy
+1,527
New +$276K ﹤0.01% 1212
2022
Q2
Sell
-4,019
Closed -$433K 1167
2022
Q1
$433K Buy
4,019
+440
+12% +$47.4K 0.01% 801
2021
Q4
$434K Buy
+3,579
New +$434K 0.01% 774
2020
Q4
Sell
-3,971
Closed -$328K 867
2020
Q3
$328K Buy
+3,971
New +$328K 0.01% 542