Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Sell
4,369
-1,403
-24% -$220K 0.02% 598
2025
Q1
$746K Buy
5,772
+1,049
+22% +$136K 0.03% 536
2024
Q4
$675K Buy
+4,723
New +$675K 0.02% 570
2020
Q4
Sell
-106
Closed -$6K 1001
2020
Q3
$6K Hold
106
﹤0.01% 912
2020
Q2
$6K Buy
+106
New +$6K ﹤0.01% 846