Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Buy
10,769
+722
+7% +$9.75K 0.02% 406
2025
Q1
$146K Buy
+10,047
New +$146K 0.02% 389
2021
Q4
Sell
-2,182
Closed -$253K 375
2021
Q3
$253K Buy
+2,182
New +$253K 0.06% 312