Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
1,367
+2
+0.1% +$304 0.01% 355
2025
Q1
$200K Buy
+1,365
New +$200K 0.01% 361
2022
Q1
Sell
-1,526
Closed -$227K 345
2021
Q4
$227K Buy
1,526
+14
+0.9% +$2.08K 0.01% 241
2021
Q3
$222K Buy
+1,512
New +$222K 0.01% 219