Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
+8,066
New +$210K ﹤0.01% 526
2021
Q2
Sell
-11,175
Closed -$237K 406
2021
Q1
$237K Hold
11,175
0.01% 354
2020
Q4
$226K Buy
+11,175
New +$226K 0.01% 350