Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.07M Sell
321,428
-7,316
-2% -$115K 0.07% 240
2025
Q1
$3.9M Buy
328,744
+232,986
+243% +$2.77M 0.06% 273
2024
Q4
$1.24M Buy
+95,758
New +$1.24M 0.02% 446
2021
Q4
Sell
-4,508
Closed -$242K 800
2021
Q3
$242K Sell
4,508
-200
-4% -$10.7K ﹤0.01% 690
2021
Q2
$285K Hold
4,708
0.01% 656
2021
Q1
$297K Sell
4,708
-100
-2% -$6.31K 0.01% 625
2020
Q4
$236K Sell
4,808
-2,830
-37% -$139K ﹤0.01% 641
2020
Q3
$210K Sell
7,638
-200
-3% -$5.5K 0.01% 632
2020
Q2
$259K Hold
7,838
0.01% 586
2020
Q1
$210K Buy
+7,838
New +$210K 0.01% 601