Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Hold
0
235
2022
Q2
Sell
-10,829
Closed -$537K 1176
2022
Q1
$537K Sell
10,829
-287
-3% -$14.2K 0.01% 652
2021
Q4
$573K Buy
+11,116
New +$573K 0.02% 620