Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78K Buy
1,111
+10
+0.9% +$702 ﹤0.01% 797
2025
Q1
$81K Buy
+1,101
New +$81K ﹤0.01% 775
2022
Q3
Sell
-250
Closed -$13K 1019
2022
Q2
$13K Buy
+250
New +$13K ﹤0.01% 914