Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
1,087
+104
+11% +$21.7K ﹤0.01% 767
2025
Q1
$213K Buy
983
+2
+0.2% +$434 ﹤0.01% 768
2024
Q4
$202K Buy
+981
New +$202K ﹤0.01% 662
2021
Q4
Sell
-2,594
Closed -$403K 660
2021
Q3
$403K Hold
2,594
0.01% 510
2021
Q2
$375K Buy
+2,594
New +$375K 0.01% 518