Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
1,106
+246
+29% +$115K 0.01% 606
2025
Q1
$401K Buy
+860
New +$401K 0.01% 634
2020
Q4
Sell
-862
Closed -$205K 456
2020
Q3
$205K Buy
+862
New +$205K 0.03% 378