Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Buy
13,974
+2,413
+21% +$26.2K 0.03% 338
2025
Q1
$116K Buy
+11,561
New +$116K 0.02% 296
2020
Q4
Sell
-11,940
Closed -$80K 152
2020
Q3
$80K Buy
+11,940
New +$80K 0.02% 159