Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Hold
39,216
0.01% 467
2025
Q1
$285K Buy
+39,216
New +$285K 0.02% 457
2021
Q4
Sell
-5,900
Closed -$239K 519
2021
Q3
$239K Sell
5,900
-9,100
-61% -$369K 0.01% 421
2021
Q2
$850K Buy
+15,000
New +$850K 0.05% 294