Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
3,947
+51
+1% +$3.1K 0.03% 219
2025
Q1
$224K Buy
+3,896
New +$224K 0.03% 211
2021
Q4
Sell
-435
Closed -$11K 363
2021
Q3
$11K Buy
+435
New +$11K ﹤0.01% 514