Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
31,800
+19,700
+163% +$187K 0.05% 545
2025
Q1
$147K Buy
12,100
+2,000
+20% +$24.3K 0.02% 669
2024
Q4
$142K Buy
+10,100
New +$142K 0.02% 704
2021
Q4
Sell
-6,657
Closed -$256K 593
2021
Q3
$256K Buy
+6,657
New +$256K 0.01% 423