Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$695K Buy
6,609
+1,626
+33% +$171K 0.01% 724
2025
Q1
$290K Buy
+4,983
New +$290K ﹤0.01% 1000
2021
Q4
Sell
-74,576
Closed -$5.63M 1399
2021
Q3
$5.63M Sell
74,576
-29,795
-29% -$2.25M 0.09% 249
2021
Q2
$9.39M Buy
104,371
+12,836
+14% +$1.15M 0.14% 156
2021
Q1
$5.93M Buy
+91,535
New +$5.93M 0.1% 216