Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
2,301
+756
+49% +$135K 0.18% 133
2025
Q1
$248K Buy
1,545
+945
+158% +$151K 0.12% 164
2024
Q4
$104K Buy
+600
New +$104K 0.05% 232
2023
Q3
Sell
-26
Closed -$4.77K 253
2023
Q2
$4.77K Sell
26
-18
-41% -$3.3K ﹤0.01% 601
2023
Q1
$8.5K Buy
+44
New +$8.5K 0.01% 531
2021
Q3
Sell
-1,447
Closed -$253K 190
2021
Q2
$253K Sell
1,447
-115
-7% -$20.1K 0.16% 161
2021
Q1
$259K Buy
+1,562
New +$259K 0.16% 162