Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
+660
New +$210K 0.09% 48
2025
Q1
Sell
-660
Closed -$267K 51
2024
Q4
$267K Buy
+660
New +$267K 0.11% 45
2022
Q2
Sell
-660
Closed -$237K 60
2022
Q1
$237K Hold
660
0.05% 54
2021
Q4
$232K Buy
+660
New +$232K 0.05% 59