Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
10,234
+30
+0.3% +$623 ﹤0.01% 2192
2025
Q1
$181K Buy
10,204
+32
+0.3% +$567 ﹤0.01% 2118
2024
Q4
$158K Sell
10,172
-484
-5% -$7.51K ﹤0.01% 2131
2024
Q3
$164K Buy
+10,656
New +$164K ﹤0.01% 2255
2020
Q3
Sell
-159
Closed -$2K 2596
2020
Q2
$2K Buy
+159
New +$2K ﹤0.01% 3574