Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.4K Buy
+10,679
New +$75.4K ﹤0.01% 1431
2021
Q2
Sell
-8,325
Closed -$560K 1252
2021
Q1
$560K Buy
8,325
+5
+0.1% +$336 0.01% 724
2020
Q4
$727K Buy
8,320
+162
+2% +$14.2K 0.02% 587
2020
Q3
$764K Buy
8,158
+555
+7% +$52K 0.02% 498
2020
Q2
$647K Buy
+7,603
New +$647K 0.02% 499