Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
1,571
-80
-5% -$24.3K 0.02% 225
2025
Q1
$443K Sell
1,651
-37
-2% -$9.93K 0.02% 223
2024
Q4
$416K Buy
+1,688
New +$416K 0.02% 222
2021
Q3
Sell
-1,490
Closed -$209K 309
2021
Q2
$209K Buy
+1,490
New +$209K 0.01% 290