Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
+1,475
New +$249K 0.01% 716
2021
Q4
Sell
-3,450
Closed -$402K 858
2021
Q3
$402K Hold
3,450
0.03% 509
2021
Q2
$269K Buy
+3,450
New +$269K 0.02% 606