Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
3,382
+3
+0.1% +$208 0.1% 27
2025
Q1
$209K Sell
3,379
-80
-2% -$4.94K 0.12% 30
2024
Q4
$205K Buy
+3,459
New +$205K 0.11% 27
2022
Q1
Sell
-3,688
Closed -$234K 23
2021
Q4
$234K Buy
+3,688
New +$234K 0.18% 19