Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$556K Buy
5,246
+821
+19% +$87K ﹤0.01% 1303
2025
Q1
$375K Buy
4,425
+472
+12% +$40K ﹤0.01% 1288
2024
Q4
$430K Buy
+3,953
New +$430K 0.01% 1142
2022
Q2
Sell
-4,925
Closed -$305K 199
2022
Q1
$305K Sell
4,925
-155
-3% -$9.6K 0.17% 127
2021
Q4
$294K Buy
5,080
+2,160
+74% +$125K 0.18% 133
2021
Q3
$226K Buy
+2,920
New +$226K 0.14% 155