Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
13,424
+9,453
+238% +$991K 0.08% 140
2025
Q1
$396K Sell
3,971
-260
-6% -$25.9K 0.03% 328
2024
Q4
$463K Buy
+4,231
New +$463K 0.03% 373
2020
Q1
Sell
-9,940
Closed -$832K 246
2019
Q4
$832K Buy
+9,940
New +$832K 0.09% 203