Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+1,072
New +$203K ﹤0.01% 821
2025
Q1
Hold
0
617
2020
Q1
Sell
-1,600
Closed -$342K 320
2019
Q4
$342K Buy
+1,600
New +$342K 0.01% 117