Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
1,707
+10
+0.6% +$1.57K 0.01% 830
2025
Q1
$219K Buy
+1,697
New +$219K 0.01% 837
2022
Q4
Sell
-3,524
Closed -$230K 658
2022
Q3
$230K Buy
+3,524
New +$230K 0.01% 623