Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
+575
New +$131K 0.01% 183
2021
Q3
Sell
-694
Closed -$207K 187
2021
Q2
$207K Buy
+694
New +$207K 0.02% 186
2021
Q1
Sell
-2,300
Closed -$597K 195
2020
Q4
$597K Buy
+2,300
New +$597K 0.06% 150