Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
14,715
+127
+0.9% +$2.82K 0.01% 1103
2025
Q1
$335K Buy
+14,588
New +$335K 0.01% 914
2020
Q4
Sell
-8,140
Closed -$338K 653
2020
Q3
$338K Buy
+8,140
New +$338K 0.03% 504