Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Buy
16,172
+1,353
+9% +$52K 0.01% 653
2025
Q1
$574K Buy
14,819
+5,094
+52% +$197K 0.01% 654
2024
Q4
$329K Sell
9,725
-581
-6% -$19.7K 0.01% 791
2024
Q3
$421K Buy
+10,306
New +$421K 0.01% 627
2019
Q4
Sell
-3,726
Closed -$201K 170
2019
Q3
$201K Buy
+3,726
New +$201K 0.09% 138