Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+2,729
New +$201K ﹤0.01% 520
2025
Q1
Sell
-48
Closed -$5.65K 1279
2024
Q4
$5.65K Buy
+48
New +$5.65K ﹤0.01% 978
2023
Q2
Sell
-285
Closed -$18.4K 1121
2023
Q1
$18.4K Buy
+285
New +$18.4K ﹤0.01% 875
2021
Q4
Sell
-627
Closed -$27K 1179
2021
Q3
$27K Hold
627
﹤0.01% 910
2021
Q2
$26K Buy
+627
New +$26K ﹤0.01% 930