Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
21,470
-1,568
-7% -$16.3K 0.01% 700
2025
Q1
$237K Buy
+23,038
New +$237K 0.01% 648
2022
Q4
Sell
-11,318
Closed -$69K 741
2022
Q3
$69K Buy
+11,318
New +$69K ﹤0.01% 648