Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$188K Buy
+1,867
New +$188K ﹤0.01% 1036
2023
Q3
Sell
-9,649
Closed -$204K 1377
2023
Q2
$204K Buy
+9,649
New +$204K ﹤0.01% 952
2021
Q2
Sell
-9,135
Closed -$311K 1172
2021
Q1
$311K Buy
9,135
+3,101
+51% +$106K 0.01% 543
2020
Q4
$201K Buy
+6,034
New +$201K 0.01% 607