Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66K Buy
661
+164
+33% +$16.4K ﹤0.01% 819
2025
Q1
$52K Buy
+497
New +$52K ﹤0.01% 830
2020
Q4
Sell
-40
Closed -$9K 898
2020
Q3
$9K Buy
+40
New +$9K ﹤0.01% 687