Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
11,296
+888
+9% +$42.6K 0.02% 590
2025
Q1
$518K Buy
+10,408
New +$518K 0.02% 575
2021
Q2
Sell
-4,530
Closed -$183K 1695
2021
Q1
$183K Buy
4,530
+1,043
+30% +$42.1K 0.01% 1100
2020
Q4
$108K Hold
3,487
﹤0.01% 1123
2020
Q3
$78K Buy
3,487
+967
+38% +$21.6K ﹤0.01% 1065
2020
Q2
$57K Hold
2,520
﹤0.01% 1133
2020
Q1
$52K Buy
+2,520
New +$52K ﹤0.01% 1046