Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
1,217
-97
-7% -$16.3K ﹤0.01% 763
2025
Q1
$219K Buy
1,314
+57
+5% +$9.5K ﹤0.01% 742
2024
Q4
$208K Buy
+1,257
New +$208K ﹤0.01% 771
2022
Q1
Sell
-695
Closed -$203K 783
2021
Q4
$203K Buy
+695
New +$203K ﹤0.01% 731