Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,300
Closed -$137K 258
2025
Q1
$137K Buy
+1,300
New +$137K 0.01% 235
2022
Q2
Sell
-1,500
Closed -$223K 203
2022
Q1
$223K Hold
1,500
0.03% 193
2021
Q4
$336K Buy
+1,500
New +$336K 0.1% 129