Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Hold
3,328
0.14% 157
2025
Q1
$271K Buy
3,328
+1
+0% +$81 0.16% 139
2024
Q4
$250K Buy
+3,327
New +$250K 0.14% 148
2020
Q2
Sell
-3,688
Closed -$55K 279
2020
Q1
$55K Buy
+3,688
New +$55K 0.06% 195