Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+2,700
New +$205K 0.01% 715
2022
Q1
Sell
-2,700
Closed -$235K 524
2021
Q4
$235K Hold
2,700
0.02% 449
2021
Q3
$222K Hold
2,700
0.02% 446
2021
Q2
$220K Hold
2,700
0.02% 442
2021
Q1
$210K Buy
+2,700
New +$210K 0.03% 456